JAM
UBNK

Jacobs Asset Management’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Jacobs Asset 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
-438,493
Closed -$8.06M – 50
2014
Q1 		$8.06M Sell
438,493
-77,625
-15% -$1.42M 2.14% 22
2013
Q4 		$9.75M Sell
516,118
-180,541
-26% -$3.17M 2.55% 14
2013
Q3 		$11.3M Hold
696,659
– – 3.05% 10
2013
Q2 		$10.6M Buy
+696,659
New +$10.6M 2.39% 13

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

Jacobs Asset Management's UBNK Position: Q2 2014 in Review

Jacobs Asset Management sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 438,493 shares — an estimated $8.06M sold.

Jacobs Asset Management first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $11.3M in Q3 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Jacobs Asset Management reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Jacobs Asset Management sold 438,493 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $8.06M.
  • Jacobs Asset Management first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Jacobs Asset Management's UNITIED FINANCIAL BANCORP INC position peaked at $11.3M in Q3 2013.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Jacobs Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.