EFSCE
UBNK

Enterprise Financial Services Corp (EFSC)’s United Financial Bancorp, Inc. UBNK Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
Q3 		– Sell
-181
Closed -$2K – 1297
2014
Q2 		$2K Buy
+181
New +$2.43K ﹤0.01% 1092

Other funds holding UBNK

KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s UBNK Position: Q3 2014 in Review

Enterprise Financial Services Corp (EFSC) sold out of United Financial Bancorp, Inc. (UBNK) in Q3 2014, closing a stake of 181 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in UBNK in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 122 funds tracked by Wall St. Rank hold UBNK as of Q3 2014.

  • Enterprise Financial Services Corp (EFSC) reported no remaining United Financial Bancorp, Inc. position as of Q3 2014 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 181 United Financial Bancorp, Inc. shares in Q3 2014, an estimated $2K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in United Financial Bancorp, Inc. in Q2 2014 and held it in 1 quarter.
  • Enterprise Financial Services Corp (EFSC)'s United Financial Bancorp, Inc. position peaked at $2K in Q2 2014.
  • 122 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q3 2014.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2014, filed 24 Oct 2014.