Wealthspire Advisors (Maryland)’s United Community Banks UCB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-616	Closed	-$15K	–	2112
2019 Q1	$15K	Sell	616 -142	-19%	-$3.69K	﹤0.01%	1391
2018 Q4	$16K	Sell	758 -1,772	-70%	-$43.7K	﹤0.01%	1305
2018 Q3	$71K	Sell	2,530 -1,023	-29%	-$31K	0.01%	831
2018 Q2	$109K	Buy	3,553 +525	+17%	+$17.1K	0.01%	675
2018 Q1	$96K	Buy	3,028 +377	+14%	+$11.8K	0.01%	733
2017 Q4	$75K	Buy	2,651 +184	+7%	+$5.13K	0.01%	832
2017 Q3	$70K	Buy	2,467 +427	+21%	+$11.5K	0.01%	850
2017 Q2	$57K	Buy	+2,040	New	+$55.2K	0.01%	902

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UCB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of United Community Banks (UCB) in Q2 2019, closing a stake of 616 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in UCB in Q2 2017 and held it in 8 quarters. The position peaked at $109K in Q2 2018. 225 funds tracked by Wall St. Rank hold UCB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining United Community Banks position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 616 United Community Banks shares in Q2 2019, an estimated $15K.
Wealthspire Advisors (Maryland) first reported a position in United Community Banks in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s United Community Banks position peaked at $109K in Q2 2018.
225 funds tracked by Wall St. Rank held United Community Banks as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.