Fidelity Investments
UBNK

Fidelity Investments’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Fidelity Investments’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
-783,400
Closed -$14.4M – 2899
2014
Q1 		$14.4M Buy
783,400
+570,200
+267% +$10.4M ﹤0.01% 1896
2013
Q4 		$4.03M Buy
+213,200
New +$3.75M ﹤0.01% 2222

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

Fidelity Investments's UBNK Position: Q2 2014 in Review

Fidelity Investments sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 783,400 shares — an estimated $14.4M sold.

Fidelity Investments first reported a position in UBNK in Q4 2013 and held it in 2 quarters. The position peaked at $14.4M in Q1 2014. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Fidelity Investments reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Fidelity Investments sold 783,400 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $14.4M.
  • Fidelity Investments first reported a position in UNITIED FINANCIAL BANCORP INC in Q4 2013 and held it in 2 quarters.
  • Fidelity Investments's UNITIED FINANCIAL BANCORP INC position peaked at $14.4M in Q1 2014.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Fidelity Investments's 13F filing for Q2 2014, filed 14 Aug 2014.