WSTAM
UCB

Wilbanks Smith & Thomas Asset Management’s United Community Banks UCB Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-56
Closed -$2K – 1340
2018
Q3 		$2K Buy
+56
New +$1.7K ﹤0.01% 1448

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

Wilbanks Smith & Thomas Asset Management's UCB Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of United Community Banks (UCB) in Q4 2018, closing a stake of 56 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management 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.

  • Wilbanks Smith & Thomas Asset Management reported no remaining United Community Banks position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 56 United Community Banks shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in United Community Banks in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management'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 Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.