McNamara Financial Services’s Union Bankshares UNB Stock Holding History

McNamara Financial Services’s Portfolio UNB Stock Details UNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,291	Closed	-$205K	–	39
2019 Q1	$205K	Hold	4,291	–	–	0.1%	39
2018 Q4	$228K	Hold	4,291	–	–	0.1%	38
2018 Q3	$228K	Hold	4,291	–	–	0.1%	39
2018 Q2	$223K	Hold	4,291	–	–	0.1%	38
2018 Q1	$218K	Hold	4,291	–	–	0.1%	37
2017 Q4	$227K	Hold	4,291	–	–	0.1%	38
2017 Q3	$208K	Hold	4,291	–	–	0.1%	33
2017 Q2	$204K	Buy	+4,291	New	+$184K	0.1%	33

Other funds holding UNB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

McNamara Financial Services's UNB Position: Q2 2019 in Review

McNamara Financial Services sold out of Union Bankshares (UNB) in Q2 2019, closing a stake of 4,291 shares — an estimated $205K sold.

McNamara Financial Services first reported a position in UNB in Q2 2017 and held it in 8 quarters. The position peaked at $228K in Q4 2018. 41 funds tracked by Wall St. Rank hold UNB as of Q2 2019.

McNamara Financial Services reported no remaining Union Bankshares position as of Q2 2019 after selling out during the quarter.
McNamara Financial Services sold 4,291 Union Bankshares shares in Q2 2019, an estimated $205K.
McNamara Financial Services first reported a position in Union Bankshares in Q2 2017 and held it in 8 quarters.
McNamara Financial Services's Union Bankshares position peaked at $228K in Q4 2018.
41 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2019.

Based on McNamara Financial Services's 13F filing for Q2 2019, filed 12 Jul 2019.