U
UCB

UBS’s United Community Banks UCB Stock Holding History

UBS’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
2014
Q3 		$9K Sell
538
-1,586
-75% -$26.4K ﹤0.01% 8949
2014
Q2 		$35K Buy
2,124
+593
+39% +$9.94K ﹤0.01% 7359
2014
Q1 		$30K Buy
1,531
+993
+185% +$17.7K ﹤0.01% 7547
2013
Q4 		$10K Sell
538
-2,204
-80% -$36.5K ﹤0.01% 9000
2013
Q3 		$41K Buy
2,742
+2,224
+429% +$32.3K ﹤0.01% 7119
2013
Q2 		$6K Buy
+518
New +$5.88K ﹤0.01% 9140

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS's UCB Position: Q3 2014 in Review

UBS reduced its United Community Banks (UCB) stake by 75% in Q3 2014, selling an estimated $26.4K and leaving 538 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #8949.

UBS first reported a position in UCB in Q2 2013 and has held it in 6 quarters since. The position peaked at $41K in Q3 2013. 148 funds tracked by Wall St. Rank hold UCB as of Q3 2014.

  • UBS held 538 shares of United Community Banks worth $9K as of Q3 2014.
  • UBS sold 1,586 United Community Banks shares in Q3 2014, an estimated $26.4K.
  • United Community Banks made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8949 holding.
  • UBS first reported a position in United Community Banks in Q2 2013 and has held it in 6 quarters since.
  • UBS's United Community Banks position peaked at $41K in Q3 2013.
  • 148 funds tracked by Wall St. Rank held United Community Banks as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.