HAI
UBNK

Hennessy Advisors Inc’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Hennessy Advisors Inc’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
-85,000
Closed -$1.56M – 325
2014
Q1 		$1.56M Sell
85,000
-45,000
-35% -$823K 0.06% 275
2013
Q4 		$2.46M Sell
130,000
-65,294
-33% -$1.15M 0.1% 241
2013
Q3 		$3.16M Sell
195,294
-5,000
-2% -$80.2K 0.14% 198
2013
Q2 		$3.03M Buy
+200,294
New +$3.04M 0.15% 180

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 $3.61B AUM 18.46% 1-Year Est. Return