WCBA
UCB

Weaver C. Barksdale & Associates’s United Community Banks UCB Stock Holding History

Weaver C. Barksdale & Associates’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
2015
Q1 		– Sell
-170
Closed -$3K – 559
2014
Q4 		$3K Hold
170
– – ﹤0.01% 465
2014
Q3 		$3K Sell
170
-191
-53% -$3.18K ﹤0.01% 456
2014
Q2 		$6K Hold
361
– – ﹤0.01% 360
2014
Q1 		$7K Hold
361
– – 0.01% 329
2013
Q4 		$6K Buy
361
+170
+89% +$2.81K 0.01% 361
2013
Q3 		$3K Buy
+191
New +$2.77K ﹤0.01% 463

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Weaver C. Barksdale & Associates's UCB Position: Q1 2015 in Review

Weaver C. Barksdale & Associates sold out of United Community Banks (UCB) in Q1 2015, closing a stake of 170 shares — an estimated $3K sold.

Weaver C. Barksdale & Associates first reported a position in UCB in Q3 2013 and held it in 6 quarters. The position peaked at $7K in Q1 2014. 149 funds tracked by Wall St. Rank hold UCB as of Q1 2015.

  • Weaver C. Barksdale & Associates reported no remaining United Community Banks position as of Q1 2015 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 170 United Community Banks shares in Q1 2015, an estimated $3K.
  • Weaver C. Barksdale & Associates first reported a position in United Community Banks in Q3 2013 and held it in 6 quarters.
  • Weaver C. Barksdale & Associates's United Community Banks position peaked at $7K in Q1 2014.
  • 149 funds tracked by Wall St. Rank held United Community Banks as of Q1 2015.

Based on Weaver C. Barksdale & Associates's 13F filing for Q1 2015, filed 9 Apr 2015.