SSG
UCB

Summit Securities Group’s United Community Banks UCB Stock Holding History

Summit Securities Group’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
2016
Q3 		– Sell
-78,360
Closed -$1.43M – 278
2016
Q2 		$1.43M Buy
+78,360
New +$1.51M 0.76% 29

Other funds holding UCB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's UCB Position: Q3 2016 in Review

Summit Securities Group sold out of United Community Banks (UCB) in Q3 2016, closing a stake of 78,360 shares — an estimated $1.43M sold.

Summit Securities Group first reported a position in UCB in Q2 2016 and held it in 1 quarter. The position peaked at $1.43M in Q2 2016. 162 funds tracked by Wall St. Rank hold UCB as of Q3 2016.

  • Summit Securities Group reported no remaining United Community Banks position as of Q3 2016 after selling out during the quarter.
  • Summit Securities Group sold 78,360 United Community Banks shares in Q3 2016, an estimated $1.43M.
  • Summit Securities Group first reported a position in United Community Banks in Q2 2016 and held it in 1 quarter.
  • Summit Securities Group's United Community Banks position peaked at $1.43M in Q2 2016.
  • 162 funds tracked by Wall St. Rank held United Community Banks as of Q3 2016.

Based on Summit Securities Group's 13F filing for Q3 2016, filed 7 Nov 2016.