WCM
UCB

Whitener Capital Management’s United Community Banks UCB Stock Holding History

Whitener Capital Management’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
Q3 		– Sell
-1,100
Closed -$31K – 522
2019
Q2 		$31K Hold
1,100
– – 0.02% 262
2019
Q1 		$27K Hold
1,100
– – 0.02% 263
2018
Q4 		$23K Sell
1,100
-580
-35% -$14.3K 0.02% 250
2018
Q3 		$46K Buy
+1,680
New +$50.9K 0.03% 207
2018
Q2 		– Sell
-1,680
Closed -$53K – 432
2018
Q1 		$53K Hold
1,680
– – 0.04% 193
2017
Q4 		$47K Buy
+1,680
New +$46.9K 0.04% 191

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Whitener Capital Management's UCB Position: Q3 2019 in Review

Whitener Capital Management sold out of United Community Banks (UCB) in Q3 2019, closing a stake of 1,100 shares — an estimated $31K sold.

Whitener Capital Management first reported a position in UCB in Q4 2017 and held it in 6 quarters. The position peaked at $53K in Q1 2018. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

  • Whitener Capital Management reported no remaining United Community Banks position as of Q3 2019 after selling out during the quarter.
  • Whitener Capital Management sold 1,100 United Community Banks shares in Q3 2019, an estimated $31K.
  • Whitener Capital Management first reported a position in United Community Banks in Q4 2017 and held it in 6 quarters.
  • Whitener Capital Management's United Community Banks position peaked at $53K in Q1 2018.
  • 216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on Whitener Capital Management's 13F filing for Q3 2019, filed 7 Nov 2019.