SCC
UCB

Second Curve Capital’s United Community Banks UCB Stock Holding History

Second Curve Capital’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-710,137
Closed -$10.6M – 33
2013
Q3 		$10.6M Sell
710,137
-1,252,033
-64% -$18.2M 2.39% 13
2013
Q2 		$24.4M Buy
+1,962,170
New +$22.3M 6.1% 6

Other funds holding UCB

CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SGA
Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Second Curve Capital's UCB Position: Q4 2013 in Review

Second Curve Capital sold out of United Community Banks (UCB) in Q4 2013, closing a stake of 710,137 shares — an estimated $10.6M sold.

Second Curve Capital first reported a position in UCB in Q2 2013 and held it in 2 quarters. The position peaked at $24.4M in Q2 2013. 148 funds tracked by Wall St. Rank hold UCB as of Q4 2013.

  • Second Curve Capital reported no remaining United Community Banks position as of Q4 2013 after selling out during the quarter.
  • Second Curve Capital sold 710,137 United Community Banks shares in Q4 2013, an estimated $10.6M.
  • Second Curve Capital first reported a position in United Community Banks in Q2 2013 and held it in 2 quarters.
  • Second Curve Capital's United Community Banks position peaked at $24.4M in Q2 2013.
  • 148 funds tracked by Wall St. Rank held United Community Banks as of Q4 2013.

Based on Second Curve Capital's 13F filing for Q4 2013, filed 12 Feb 2014.