MPWT
UBNK

MassMutual Private Wealth & Trust’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

MassMutual Private Wealth & Trust’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
-2,081
Closed -$38.3K – 668
2014
Q1 		$38.3K Hold
2,081
– – 0.02% 221
2013
Q4 		$39.3K Buy
+2,081
New +$36.6K 0.04% 200

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

MassMutual Private Wealth & Trust's UBNK Position: Q2 2014 in Review

MassMutual Private Wealth & Trust sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 2,081 shares — an estimated $38.3K sold.

MassMutual Private Wealth & Trust first reported a position in UBNK in Q4 2013 and held it in 2 quarters. The position peaked at $39.3K in Q4 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • MassMutual Private Wealth & Trust reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,081 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $38.3K.
  • MassMutual Private Wealth & Trust first reported a position in UNITIED FINANCIAL BANCORP INC in Q4 2013 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's UNITIED FINANCIAL BANCORP INC position peaked at $39.3K in Q4 2013.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2014, filed 9 Jul 2014.