AR
UBNK

Advisory Research’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Advisory Research’s Portfolio UBNK Stock Details UBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-26,987
Closed -$437K – 351
2013
Q3 		$437K Hold
26,987
– – ﹤0.01% 271
2013
Q2 		$409K Buy
+26,987
New +$409K ﹤0.01% 271

Other funds holding UBNK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Advisory Research's UBNK Position: Q4 2013 in Review

Advisory Research sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q4 2013, closing a stake of 26,987 shares — an estimated $437K sold.

Advisory Research first reported a position in UBNK in Q2 2013 and held it in 2 quarters. The position peaked at $437K in Q3 2013. 92 funds tracked by Wall St. Rank hold UBNK as of Q4 2013.

  • Advisory Research reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q4 2013 after selling out during the quarter.
  • Advisory Research sold 26,987 UNITIED FINANCIAL BANCORP INC shares in Q4 2013, an estimated $437K.
  • Advisory Research first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 2 quarters.
  • Advisory Research's UNITIED FINANCIAL BANCORP INC position peaked at $437K in Q3 2013.
  • 92 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q4 2013.

Based on Advisory Research's 13F filing for Q4 2013, filed 14 Feb 2014.