YorkBridge Wealth Partners’s United Community Banks UCB Stock Holding History

YorkBridge Wealth Partners’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	-369	Closed	-$11K	–	674
2019 Q2	$11K	Sell	369 -109	-23%	-$2.98K	﹤0.01%	547
2019 Q1	$12K	Sell	478 -312	-39%	-$8.1K	0.01%	563
2018 Q4	$17K	Sell	790 -139	-15%	-$3.43K	0.01%	503
2018 Q3	$26K	Sell	929 -2	-0.2%	-$61	0.01%	468
2018 Q2	$29K	Buy	931 +25	+3%	+$814	0.01%	446
2018 Q1	$30K	Buy	906 +794	+709%	+$24.9K	0.01%	437
2017 Q4	$3K	Buy	112 +40	+56%	+$1.12K	﹤0.01%	773
2017 Q3	$2K	Hold	72	–	–	﹤0.01%	804
2017 Q2	$2K	Hold	72	–	–	﹤0.01%	799
2017 Q1	$2K	Buy	+72	New	+$2.05K	﹤0.01%	788

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

YorkBridge Wealth Partners's UCB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of United Community Banks (UCB) in Q3 2019, closing a stake of 369 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in UCB in Q1 2017 and held it in 10 quarters. The position peaked at $30K in Q1 2018. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

YorkBridge Wealth Partners reported no remaining United Community Banks position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 369 United Community Banks shares in Q3 2019, an estimated $11K.
YorkBridge Wealth Partners first reported a position in United Community Banks in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's United Community Banks position peaked at $30K in Q1 2018.
216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.