Ameriprise
UBNK

Ameriprise’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Ameriprise’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
2014
Q2 		– Sell
-350
Closed -$6K – 5990
2014
Q1 		$6K Buy
350
+50
+17% +$914 ﹤0.01% 4766
2013
Q4 		$6K Sell
300
-1,226
-80% -$21.5K ﹤0.01% 4595
2013
Q3 		$25K Hold
1,526
– – ﹤0.01% 4279
2013
Q2 		$24K Buy
+1,526
New +$23.1K ﹤0.01% 4182

Other funds holding UBNK

YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Ameriprise's UBNK Position: Q2 2014 in Review

Ameriprise sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 350 shares — an estimated $6K sold.

Ameriprise first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $25K in Q3 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Ameriprise reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Ameriprise sold 350 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $6K.
  • Ameriprise first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Ameriprise's UNITIED FINANCIAL BANCORP INC position peaked at $25K in Q3 2013.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Ameriprise's 13F filing for Q2 2014, filed 13 Aug 2014.