BGIM
UBNK

Brandywine Global Investment Management’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Brandywine Global Investment Management’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
-10,800
Closed -$199K – 1047
2014
Q1 		$199K Sell
10,800
-200
-2% -$3.66K ﹤0.01% 742
2013
Q4 		$208K Sell
11,000
-3,700
-25% -$65K ﹤0.01% 735
2013
Q3 		$238K Hold
14,700
– – ﹤0.01% 750
2013
Q2 		$223K Buy
+14,700
New +$223K ﹤0.01% 747

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

Brandywine Global Investment Management's UBNK Position: Q2 2014 in Review

Brandywine Global Investment Management sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 10,800 shares — an estimated $199K sold.

Brandywine Global Investment Management first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $238K in Q3 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Brandywine Global Investment Management reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Brandywine Global Investment Management sold 10,800 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $199K.
  • Brandywine Global Investment Management first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Brandywine Global Investment Management's UNITIED FINANCIAL BANCORP INC position peaked at $238K in Q3 2013.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Brandywine Global Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.