BFS
UBNK

Bradley Foster & Sargent’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Bradley Foster & Sargent’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
Q3 		– Sell
-27,257
Closed -$369K – 371
2014
Q2 		$369K Buy
+27,257
New +$494K 0.02% 272

Other funds holding UBNK

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

Bradley Foster & Sargent's UBNK Position: Q3 2014 in Review

Bradley Foster & Sargent sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q3 2014, closing a stake of 27,257 shares — an estimated $369K sold.

Bradley Foster & Sargent first reported a position in UBNK in Q2 2014 and held it in 1 quarter. The position peaked at $369K in Q2 2014. 2 funds tracked by Wall St. Rank hold UBNK as of Q3 2014.

  • Bradley Foster & Sargent reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q3 2014 after selling out during the quarter.
  • Bradley Foster & Sargent sold 27,257 UNITIED FINANCIAL BANCORP INC shares in Q3 2014, an estimated $369K.
  • Bradley Foster & Sargent first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2014 and held it in 1 quarter.
  • Bradley Foster & Sargent's UNITIED FINANCIAL BANCORP INC position peaked at $369K in Q2 2014.
  • 2 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q3 2014.

Based on Bradley Foster & Sargent's 13F filing for Q3 2014, filed 7 Nov 2014.