Bank of New York Mellon
UBNK

Bank of New York Mellon’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Bank of New York Mellon’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
-130,708
Closed -$2.4M – 4350
2014
Q1 		$2.4M Sell
130,708
-2,017
-2% -$36.9K ﹤0.01% 2768
2013
Q4 		$2.51M Buy
132,725
+17,680
+15% +$311K ﹤0.01% 2748
2013
Q3 		$1.86M Sell
115,045
-567
-0.5% -$9.1K ﹤0.01% 2887
2013
Q2 		$1.75M Buy
+115,612
New +$1.75M ﹤0.01% 2873

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

Bank of New York Mellon's UBNK Position: Q2 2014 in Review

Bank of New York Mellon sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 130,708 shares — an estimated $2.4M sold.

Bank of New York Mellon first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $2.51M in Q4 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Bank of New York Mellon reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Bank of New York Mellon sold 130,708 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $2.4M.
  • Bank of New York Mellon first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Bank of New York Mellon's UNITIED FINANCIAL BANCORP INC position peaked at $2.51M in Q4 2013.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Bank of New York Mellon's 13F filing for Q2 2014, filed 12 Aug 2014.