Morgan Stanley
UBNK

Morgan Stanley’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Morgan Stanley’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
-16,304
Closed -$299K – 6883
2014
Q1 		$299K Sell
16,304
-1,945
-11% -$35.6K ﹤0.01% 4893
2013
Q4 		$345K Sell
18,249
-30,696
-63% -$539K ﹤0.01% 4725
2013
Q3 		$792K Sell
48,945
-11,855
-19% -$190K ﹤0.01% 3989
2013
Q2 		$921K Buy
+60,800
New +$922K ﹤0.01% 3793

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

Morgan Stanley's UBNK Position: Q2 2014 in Review

Morgan Stanley sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 16,304 shares — an estimated $299K sold.

Morgan Stanley first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $921K in Q2 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Morgan Stanley reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Morgan Stanley sold 16,304 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $299K.
  • Morgan Stanley first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Morgan Stanley's UNITIED FINANCIAL BANCORP INC position peaked at $921K in Q2 2013.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Morgan Stanley's 13F filing for Q2 2014, filed 12 Aug 2014.