UOC
UCB

UBS O'Connor’s United Community Banks UCB Stock Holding History

UBS O'Connor’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
Q1 		– Sell
-133,532
Closed -$2.6M – 541
2015
Q4 		$2.6M Buy
+133,532
New +$2.71M 0.02% 294
2013
Q4 		– Sell
-318,170
Closed -$4.77M – 513
2013
Q3 		$4.77M Buy
318,170
+10,404
+3% +$151K 0.1% 217
2013
Q2 		$3.82M Buy
+307,766
New +$3.49M 0.07% 267

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 $580B AUM 38.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS O'Connor's UCB Position: Q1 2016 in Review

UBS O'Connor sold out of United Community Banks (UCB) in Q1 2016, closing a stake of 133,532 shares — an estimated $2.6M sold.

UBS O'Connor first reported a position in UCB in Q2 2013 and held it in 3 quarters. The position peaked at $4.77M in Q3 2013. 160 funds tracked by Wall St. Rank hold UCB as of Q1 2016.

  • UBS O'Connor reported no remaining United Community Banks position as of Q1 2016 after selling out during the quarter.
  • UBS O'Connor sold 133,532 United Community Banks shares in Q1 2016, an estimated $2.6M.
  • UBS O'Connor first reported a position in United Community Banks in Q2 2013 and held it in 3 quarters.
  • UBS O'Connor's United Community Banks position peaked at $4.77M in Q3 2013.
  • 160 funds tracked by Wall St. Rank held United Community Banks as of Q1 2016.

Based on UBS O'Connor's 13F filing for Q1 2016, filed 13 May 2016.