SKK
UCB

Shepherd Kaplan Krochuk’s United Community Banks UCB Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q1 		– Sell
-14,911
Closed -$264K – 651
2013
Q4 		$264K Buy
+14,911
New +$247K 0.03% 367

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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shepherd Kaplan Krochuk's UCB Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of United Community Banks (UCB) in Q1 2014, closing a stake of 14,911 shares — an estimated $264K sold.

Shepherd Kaplan Krochuk first reported a position in UCB in Q4 2013 and held it in 1 quarter. The position peaked at $264K in Q4 2013. 160 funds tracked by Wall St. Rank hold UCB as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining United Community Banks position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 14,911 United Community Banks shares in Q1 2014, an estimated $264K.
  • Shepherd Kaplan Krochuk first reported a position in United Community Banks in Q4 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's United Community Banks position peaked at $264K in Q4 2013.
  • 160 funds tracked by Wall St. Rank held United Community Banks as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.