STA
UCB

Summit Trail Advisors’s United Community Banks UCB Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-15
Closed – – 1713
2017
Q4 		$0 Buy
+15
New +$419 ﹤0.01% 2108

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Summit Trail Advisors's UCB Position: Q1 2018 in Review

Summit Trail Advisors sold out of United Community Banks (UCB) in Q1 2018, closing a stake of 15 shares.

Summit Trail Advisors first reported a position in UCB in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 216 funds tracked by Wall St. Rank hold UCB as of Q1 2018.

  • Summit Trail Advisors reported no remaining United Community Banks position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 15 United Community Banks shares in Q1 2018.
  • Summit Trail Advisors first reported a position in United Community Banks in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's United Community Banks position peaked at $0 in Q4 2017.
  • 216 funds tracked by Wall St. Rank held United Community Banks as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.