Dimensional Fund Advisors
UBNK

Dimensional Fund Advisors’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Dimensional Fund Advisors’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
-1,040,803
Closed -$19.1M – 3650
2014
Q1 		$19.1M Sell
1,040,803
-100
-0% -$1.83K 0.01% 1618
2013
Q4 		$19.7M Buy
1,040,903
+8,723
+0.8% +$153K 0.02% 1574
2013
Q3 		$16.7M Buy
1,032,180
+2,439
+0.2% +$39.1K 0.01% 1637
2013
Q2 		$15.6M Buy
+1,029,741
New +$15.6M 0.01% 1581

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

Dimensional Fund Advisors's UBNK Position: Q2 2014 in Review

Dimensional Fund Advisors sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 1,040,803 shares — an estimated $19.1M sold.

Dimensional Fund Advisors first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $19.7M in Q4 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Dimensional Fund Advisors reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,040,803 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $19.1M.
  • Dimensional Fund Advisors first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Dimensional Fund Advisors's UNITIED FINANCIAL BANCORP INC position peaked at $19.7M in Q4 2013.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Dimensional Fund Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.