LIM
UBNK

Longfellow Investment Management’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Longfellow Investment 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
-390,292
Closed -$7.18M – 74
2014
Q1 		$7.18M Buy
390,292
+27,292
+8% +$499K 1.18% 33
2013
Q4 		$6.86M Buy
+363,000
New +$6.38M 1.13% 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

Longfellow Investment Management's UBNK Position: Q2 2014 in Review

Longfellow Investment Management sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 390,292 shares — an estimated $7.18M sold.

Longfellow Investment Management first reported a position in UBNK in Q4 2013 and held it in 2 quarters. The position peaked at $7.18M in Q1 2014. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Longfellow Investment Management reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Longfellow Investment Management sold 390,292 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $7.18M.
  • Longfellow Investment Management first reported a position in UNITIED FINANCIAL BANCORP INC in Q4 2013 and held it in 2 quarters.
  • Longfellow Investment Management's UNITIED FINANCIAL BANCORP INC position peaked at $7.18M in Q1 2014.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Longfellow Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.