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UBNK

Howe & Rusling’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Howe & Rusling’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
-14,362
Closed -$264K – 1003
2014
Q1 		$264K Hold
14,362
– – 0.06% 128
2013
Q4 		$271K Hold
14,362
– – 0.07% 127
2013
Q3 		$236K Hold
14,362
– – 0.09% 128
2013
Q2 		$218K Buy
+14,362
New +$218K 0.06% 153

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

Howe & Rusling's UBNK Position: Q2 2014 in Review

Howe & Rusling sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 14,362 shares — an estimated $264K sold.

Howe & Rusling first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $271K in Q4 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Howe & Rusling reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Howe & Rusling sold 14,362 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $264K.
  • Howe & Rusling first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Howe & Rusling's UNITIED FINANCIAL BANCORP INC position peaked at $271K in Q4 2013.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Howe & Rusling's 13F filing for Q2 2014, filed 31 Jul 2014.