Calton & Associates’s Unity Bancorp UNTY Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-2,326	Closed	-$47K	–	1210
2017 Q4	$47K	Buy	+2,326	New	+$46.7K	0.01%	701

Other funds holding UNTY

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Calton & Associates's UNTY Position: Q1 2018 in Review

Calton & Associates sold out of Unity Bancorp (UNTY) in Q1 2018, closing a stake of 2,326 shares — an estimated $47K sold.

Calton & Associates first reported a position in UNTY in Q4 2017 and held it in 1 quarter. The position peaked at $47K in Q4 2017. 44 funds tracked by Wall St. Rank hold UNTY as of Q1 2018.

Calton & Associates reported no remaining Unity Bancorp position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 2,326 Unity Bancorp shares in Q1 2018, an estimated $47K.
Calton & Associates first reported a position in Unity Bancorp in Q4 2017 and held it in 1 quarter.
Calton & Associates's Unity Bancorp position peaked at $47K in Q4 2017.
44 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.