BRWA
UNTY icon

B. Riley Wealth Advisors’s Unity Bancorp UNTY Stock Holding History

B. Riley Wealth Advisors’s Portfolio UNTY Stock Details UNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-636
Closed -$5.36K – 1819
2014
Q2 		$5.36K Buy
+636
New +$4.95K ﹤0.01% 2012

Other funds holding UNTY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

B. Riley Wealth Advisors's UNTY Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of Unity Bancorp (UNTY) in Q3 2014, closing a stake of 636 shares — an estimated $5.36K sold.

B. Riley Wealth Advisors first reported a position in UNTY in Q2 2014 and held it in 1 quarter. The position peaked at $5.36K in Q2 2014. 15 funds tracked by Wall St. Rank hold UNTY as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Unity Bancorp position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 636 Unity Bancorp shares in Q3 2014, an estimated $5.36K.
  • B. Riley Wealth Advisors first reported a position in Unity Bancorp in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Unity Bancorp position peaked at $5.36K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held Unity Bancorp as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.