Envestnet Asset Management
UBNK

Envestnet Asset Management’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Envestnet Asset Management’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
2013
Q3 		– Sell
-48
Closed -$1K – 2586
2013
Q2 		$1K Buy
+48
New +$728 ﹤0.01% 2328

Other funds holding UBNK

ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management's UBNK Position: Q3 2013 in Review

Envestnet Asset Management sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q3 2013, closing a stake of 48 shares — an estimated $1K sold.

Envestnet Asset Management first reported a position in UBNK in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 86 funds tracked by Wall St. Rank hold UBNK as of Q3 2013.

  • Envestnet Asset Management reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q3 2013 after selling out during the quarter.
  • Envestnet Asset Management sold 48 UNITIED FINANCIAL BANCORP INC shares in Q3 2013, an estimated $1K.
  • Envestnet Asset Management first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 1 quarter.
  • Envestnet Asset Management's UNITIED FINANCIAL BANCORP INC position peaked at $1K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q3 2013.

Based on Envestnet Asset Management's 13F filing for Q3 2013, filed 12 Nov 2013.