Smithfield Trust’s United Community Banks UCB Stock Holding History

Smithfield Trust’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
2020 Q3	–	Sell	-270	Closed	-$5K	–	1163
2020 Q2	$5K	Hold	270	–	–	﹤0.01%	859
2020 Q1	$5K	Hold	270	–	–	﹤0.01%	790
2019 Q4	$8K	Hold	270	–	–	﹤0.01%	736
2019 Q3	$8K	Hold	270	–	–	﹤0.01%	766
2019 Q2	$8K	Hold	270	–	–	﹤0.01%	754
2019 Q1	$7K	Hold	270	–	–	﹤0.01%	728
2018 Q4	$6K	Hold	270	–	–	﹤0.01%	736
2018 Q3	$8K	Hold	270	–	–	﹤0.01%	765
2018 Q2	$8K	Hold	270	–	–	﹤0.01%	765
2018 Q1	$9K	Hold	270	–	–	﹤0.01%	749
2017 Q4	$8K	Buy	+270	New	+$7.54K	﹤0.01%	795

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Smithfield Trust's UCB Position: Q3 2020 in Review

Smithfield Trust sold out of United Community Banks (UCB) in Q3 2020, closing a stake of 270 shares — an estimated $5K sold.

Smithfield Trust first reported a position in UCB in Q4 2017 and held it in 11 quarters. The position peaked at $9K in Q1 2018. 190 funds tracked by Wall St. Rank hold UCB as of Q3 2020.

Smithfield Trust reported no remaining United Community Banks position as of Q3 2020 after selling out during the quarter.
Smithfield Trust sold 270 United Community Banks shares in Q3 2020, an estimated $5K.
Smithfield Trust first reported a position in United Community Banks in Q4 2017 and held it in 11 quarters.
Smithfield Trust's United Community Banks position peaked at $9K in Q1 2018.
190 funds tracked by Wall St. Rank held United Community Banks as of Q3 2020.

Based on Smithfield Trust's 13F filing for Q3 2020, filed 16 Nov 2020.