SIM
UCB

Sonora Investment Management’s United Community Banks UCB Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-290
Closed -$6K – 1176
2015
Q3 		$6K Buy
+290
New +$5.93K ﹤0.01% 670

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
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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sonora Investment Management's UCB Position: Q4 2015 in Review

Sonora Investment Management sold out of United Community Banks (UCB) in Q4 2015, closing a stake of 290 shares — an estimated $6K sold.

Sonora Investment Management first reported a position in UCB in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 162 funds tracked by Wall St. Rank hold UCB as of Q4 2015.

  • Sonora Investment Management reported no remaining United Community Banks position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 290 United Community Banks shares in Q4 2015, an estimated $6K.
  • Sonora Investment Management first reported a position in United Community Banks in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's United Community Banks position peaked at $6K in Q3 2015.
  • 162 funds tracked by Wall St. Rank held United Community Banks as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.