Ladenburg Thalmann Financial Services’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Ladenburg Thalmann Financial Services’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	-3,084	Closed	-$57K	–	4180
2014 Q1	$57K	Sell	3,084 -1,500	-33%	-$27.4K	﹤0.01%	1873
2013 Q4	$87K	Sell	4,584 -1,000	-18%	-$17.6K	﹤0.01%	1549
2013 Q3	$90K	Buy	5,584 +2,800	+101%	+$44.9K	﹤0.01%	1451
2013 Q2	$42K	Buy	+2,784	New	+$42.2K	﹤0.01%	1853

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UBNK Position: Q2 2014 in Review

Ladenburg Thalmann Financial Services sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 3,084 shares — an estimated $57K sold.

Ladenburg Thalmann Financial Services first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $90K in Q3 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

Ladenburg Thalmann Financial Services reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 3,084 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $57K.
Ladenburg Thalmann Financial Services first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
Ladenburg Thalmann Financial Services's UNITIED FINANCIAL BANCORP INC position peaked at $90K in Q3 2013.
3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q2 2014, filed 14 Aug 2014.