GC
UBNK

Grimes & Company’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Grimes & Company’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
2019
Q3 		– Sell
-10,800
Closed -$153K – 265
2019
Q2 		$153K Hold
10,800
– – 0.01% 239
2019
Q1 		$155K Buy
10,800
+300
+3% +$4.31K 0.01% 237
2018
Q4 		$154K Sell
10,500
-383
-4% -$5.62K 0.02% 223
2018
Q3 		$183K Hold
10,883
– – 0.01% 233
2018
Q2 		$190K Hold
10,883
– – 0.02% 227
2018
Q1 		$176K Hold
10,883
– – 0.02% 232
2017
Q4 		$192K Hold
10,883
– – 0.02% 209
2017
Q3 		$199K Hold
10,883
– – 0.02% 196
2017
Q2 		$182K Hold
10,883
– – 0.02% 194
2017
Q1 		$185K Hold
10,883
– – 0.02% 193
2016
Q4 		$198K Buy
10,883
+300
+3% +$5.46K 0.02% 189
2016
Q3 		$146K Hold
10,583
– – 0.02% 189
2016
Q2 		$137K Hold
10,583
– – 0.02% 199
2016
Q1 		$133K Sell
10,583
-887
-8% -$11.1K 0.02% 191
2015
Q4 		$148K Hold
11,470
– – 0.02% 189
2015
Q3 		$150K Hold
11,470
– – 0.02% 183
2015
Q2 		$154K Sell
11,470
-4,776
-29% -$64.1K 0.02% 179
2015
Q1 		$202K Hold
16,246
– – 0.05% 153
2014
Q4 		$233K Sell
16,246
-602
-4% -$8.63K 0.06% 136
2014
Q3 		$214K Hold
16,848
– – 0.06% 141
2014
Q2 		$228K Buy
16,848
+4,338
+35% +$78.6K 0.06% 139
2014
Q1 		$230K Sell
12,510
-943
-7% -$17.2K 0.06% 131
2013
Q4 		$254K Sell
13,453
-2,765
-17% -$48.6K 0.08% 116
2013
Q3 		$262K Hold
16,218
– – 0.09% 106
2013
Q2 		$246K Buy
+16,218
New +$246K 0.09% 102

Other funds holding UBNK

YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Grimes & Company's UBNK Position: Q3 2019 in Review

Grimes & Company sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q3 2019, closing a stake of 10,800 shares — an estimated $153K sold.

Grimes & Company first reported a position in UBNK in Q2 2013 and held it in 25 quarters. The position peaked at $262K in Q3 2013. 2 funds tracked by Wall St. Rank hold UBNK as of Q3 2019.

  • Grimes & Company reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q3 2019 after selling out during the quarter.
  • Grimes & Company sold 10,800 UNITIED FINANCIAL BANCORP INC shares in Q3 2019, an estimated $153K.
  • Grimes & Company first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 25 quarters.
  • Grimes & Company's UNITIED FINANCIAL BANCORP INC position peaked at $262K in Q3 2013.
  • 2 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q3 2019.

Based on Grimes & Company's 13F filing for Q3 2019, filed 5 Nov 2019.