Commonwealth Equity Services
UBNK

Commonwealth Equity Services’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Commonwealth Equity Services’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
-14,461
Closed -$266K – 2154
2014
Q1 		$266K Buy
14,461
+215
+2% +$3.93K ﹤0.01% 1568
2013
Q4 		$269K Sell
14,246
-151
-1% -$2.65K ﹤0.01% 1512
2013
Q3 		$233K Sell
14,397
-4,625
-24% -$74.2K ﹤0.01% 1544
2013
Q2 		$288K Buy
+19,022
New +$288K 0.01% 1326

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

Commonwealth Equity Services's UBNK Position: Q2 2014 in Review

Commonwealth Equity Services sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 14,461 shares — an estimated $266K sold.

Commonwealth Equity Services first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $288K in Q2 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Commonwealth Equity Services reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Commonwealth Equity Services sold 14,461 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $266K.
  • Commonwealth Equity Services first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Commonwealth Equity Services's UNITIED FINANCIAL BANCORP INC position peaked at $288K in Q2 2013.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Commonwealth Equity Services's 13F filing for Q2 2014, filed 23 Jul 2014.