GCM
UBNK

Gruss Capital Management’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Gruss Capital 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
2014
Q2 		– Sell
-135,519
Closed -$2.49M – 97
2014
Q1 		$2.49M Buy
135,519
+6,819
+5% +$125K 0.15% 45
2013
Q4 		$2.43M Hold
128,700
– – 0.18% 42
2013
Q3 		$2.08M Sell
128,700
-32,200
-20% -$517K 0.2% 46
2013
Q2 		$2.44M Buy
+160,900
New +$2.44M 0.26% 37

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

Gruss Capital Management's UBNK Position: Q2 2014 in Review

Gruss Capital Management sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 135,519 shares — an estimated $2.49M sold.

Gruss Capital Management first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $2.49M in Q1 2014. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Gruss Capital Management reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Gruss Capital Management sold 135,519 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $2.49M.
  • Gruss Capital Management first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Gruss Capital Management's UNITIED FINANCIAL BANCORP INC position peaked at $2.49M in Q1 2014.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Gruss Capital Management's 13F filing for Q2 2014, filed 13 Aug 2014.