SCA
UCB

STALEY CAPITAL ADVISERS’s United Community Banks UCB Stock Holding History

STALEY CAPITAL ADVISERS’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
Q1 		– Sell
-450,000
Closed -$8.52M – 149
2014
Q4 		$8.52M Buy
450,000
+7,500
+2% +$132K 0.99% 36
2014
Q3 		$7.28M Hold
442,500
– – 0.87% 37
2014
Q2 		$7.24M Hold
442,500
– – 0.87% 39
2014
Q1 		$8.59M Buy
442,500
+20,000
+5% +$356K 1.09% 37
2013
Q4 		$7.5M Buy
422,500
+22,500
+6% +$372K 1.02% 39
2013
Q3 		$6M Hold
400,000
– – 0.91% 41
2013
Q2 		$4.97M Buy
+400,000
New +$4.54M 0.8% 40

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

STALEY CAPITAL ADVISERS's UCB Position: Q1 2015 in Review

STALEY CAPITAL ADVISERS sold out of United Community Banks (UCB) in Q1 2015, closing a stake of 450,000 shares — an estimated $8.52M sold.

STALEY CAPITAL ADVISERS first reported a position in UCB in Q2 2013 and held it in 7 quarters. The position peaked at $8.59M in Q1 2014. 149 funds tracked by Wall St. Rank hold UCB as of Q1 2015.

  • STALEY CAPITAL ADVISERS reported no remaining United Community Banks position as of Q1 2015 after selling out during the quarter.
  • STALEY CAPITAL ADVISERS sold 450,000 United Community Banks shares in Q1 2015, an estimated $8.52M.
  • STALEY CAPITAL ADVISERS first reported a position in United Community Banks in Q2 2013 and held it in 7 quarters.
  • STALEY CAPITAL ADVISERS's United Community Banks position peaked at $8.59M in Q1 2014.
  • 149 funds tracked by Wall St. Rank held United Community Banks as of Q1 2015.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2015, filed 11 May 2015.