First Trust Advisors
UBNK

First Trust Advisors’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

First Trust 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
-15,076
Closed -$277K – 2393
2014
Q1 		$277K Buy
15,076
+223
+2% +$4.08K ﹤0.01% 2106
2013
Q4 		$281K Sell
14,853
-15,181
-51% -$267K ﹤0.01% 2071
2013
Q3 		$486K Buy
30,034
+5,250
+21% +$84.2K ﹤0.01% 1926
2013
Q2 		$375K Buy
+24,784
New +$376K ﹤0.01% 1953

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

First Trust Advisors's UBNK Position: Q2 2014 in Review

First Trust Advisors sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 15,076 shares — an estimated $277K sold.

First Trust Advisors first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $486K in Q3 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • First Trust Advisors reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • First Trust Advisors sold 15,076 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $277K.
  • First Trust Advisors first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • First Trust Advisors's UNITIED FINANCIAL BANCORP INC position peaked at $486K in Q3 2013.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on First Trust Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.