TC
UCB

TFS Capital’s United Community Banks UCB Stock Holding History

TFS Capital’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
2017
Q3 		– Sell
-11,422
Closed -$318K – 368
2017
Q2 		$318K Buy
+11,422
New +$309K 0.12% 327
2016
Q4 		– Sell
-15,088
Closed -$317K – 914
2016
Q3 		$317K Buy
15,088
+4,135
+38% +$82K 0.08% 408
2016
Q2 		$200K Sell
10,953
-827
-7% -$16K 0.04% 730
2016
Q1 		$218K Buy
+11,780
New +$209K 0.03% 743
2015
Q3 		– Sell
-11,302
Closed -$236K – 1058
2015
Q2 		$236K Sell
11,302
-24,294
-68% -$467K 0.02% 721
2015
Q1 		$672K Buy
+35,596
New +$658K 0.07% 450
2013
Q4 		– Sell
-11,438
Closed -$171K – 1665
2013
Q3 		$171K Sell
11,438
-266,517
-96% -$3.87M 0.01% 1301
2013
Q2 		$3.45M Buy
+277,955
New +$3.15M 0.15% 180

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TFS Capital's UCB Position: Q3 2017 in Review

TFS Capital sold out of United Community Banks (UCB) in Q3 2017, closing a stake of 11,422 shares — an estimated $318K sold.

TFS Capital first reported a position in UCB in Q2 2013 and held it in 8 quarters. The position peaked at $3.45M in Q2 2013. 192 funds tracked by Wall St. Rank hold UCB as of Q3 2017.

  • TFS Capital reported no remaining United Community Banks position as of Q3 2017 after selling out during the quarter.
  • TFS Capital sold 11,422 United Community Banks shares in Q3 2017, an estimated $318K.
  • TFS Capital first reported a position in United Community Banks in Q2 2013 and held it in 8 quarters.
  • TFS Capital's United Community Banks position peaked at $3.45M in Q2 2013.
  • 192 funds tracked by Wall St. Rank held United Community Banks as of Q3 2017.

Based on TFS Capital's 13F filing for Q3 2017.