Edge Wealth Management’s Unity Bancorp UNTY Stock Holding History

Edge Wealth Management’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
2020 Q3	–	Sell	-4,500	Closed	-$64K	–	625
2020 Q2	$64K	Buy	+4,500	New	+$61.5K	0.01%	247

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

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

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

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

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

Edge Wealth Management's UNTY Position: Q3 2020 in Review

Edge Wealth Management sold out of Unity Bancorp (UNTY) in Q3 2020, closing a stake of 4,500 shares — an estimated $64K sold.

Edge Wealth Management first reported a position in UNTY in Q2 2020 and held it in 1 quarter. The position peaked at $64K in Q2 2020. 51 funds tracked by Wall St. Rank hold UNTY as of Q3 2020.

Edge Wealth Management reported no remaining Unity Bancorp position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 4,500 Unity Bancorp shares in Q3 2020, an estimated $64K.
Edge Wealth Management first reported a position in Unity Bancorp in Q2 2020 and held it in 1 quarter.
Edge Wealth Management's Unity Bancorp position peaked at $64K in Q2 2020.
51 funds tracked by Wall St. Rank held Unity Bancorp as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.