VFA
UCB

Valeo Financial Advisors’s United Community Banks UCB Stock Holding History

Valeo Financial 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
Q4 		– Sell
-98
Closed -$2K – 1757
2018
Q3 		$2K Buy
+98
New +$2.97K ﹤0.01% 1529

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
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Valeo Financial Advisors's UCB Position: Q4 2018 in Review

Valeo Financial Advisors sold out of United Community Banks (UCB) in Q4 2018, closing a stake of 98 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in UCB in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 226 funds tracked by Wall St. Rank hold UCB as of Q4 2018.

  • Valeo Financial Advisors reported no remaining United Community Banks position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 98 United Community Banks shares in Q4 2018, an estimated $2K.
  • Valeo Financial Advisors first reported a position in United Community Banks in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's United Community Banks position peaked at $2K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held United Community Banks as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.