Ameriprise’s Union Bankshares UNB Stock Holding History

Ameriprise’s Portfolio UNB Stock Details UNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-31	Closed	-$1K	–	4378
2014 Q3	$1K	Buy	+31	New	+$770	﹤0.01%	5580

Other funds holding UNB

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise's UNB Position: Q4 2014 in Review

Ameriprise sold out of Union Bankshares (UNB) in Q4 2014, closing a stake of 31 shares — an estimated $1K sold.

Ameriprise first reported a position in UNB in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 17 funds tracked by Wall St. Rank hold UNB as of Q4 2014.

Ameriprise reported no remaining Union Bankshares position as of Q4 2014 after selling out during the quarter.
Ameriprise sold 31 Union Bankshares shares in Q4 2014, an estimated $1K.
Ameriprise first reported a position in Union Bankshares in Q3 2014 and held it in 1 quarter.
Ameriprise's Union Bankshares position peaked at $1K in Q3 2014.
17 funds tracked by Wall St. Rank held Union Bankshares as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.