PPA
UBNK

Parametric Portfolio Associates’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Parametric Portfolio Associates’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
-42,901
Closed -$789K – 3953
2014
Q1 		$789K Buy
42,901
+13
+0% +$238 ﹤0.01% 2857
2013
Q4 		$810K Sell
42,888
-494
-1% -$8.68K ﹤0.01% 2834
2013
Q3 		$701K Buy
43,382
+3,013
+7% +$48.3K ﹤0.01% 2854
2013
Q2 		$612K Buy
+40,369
New +$612K ﹤0.01% 2809

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

Parametric Portfolio Associates's UBNK Position: Q2 2014 in Review

Parametric Portfolio Associates sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 42,901 shares — an estimated $789K sold.

Parametric Portfolio Associates first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $810K in Q4 2013. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Parametric Portfolio Associates reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Parametric Portfolio Associates sold 42,901 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $789K.
  • Parametric Portfolio Associates first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Parametric Portfolio Associates's UNITIED FINANCIAL BANCORP INC position peaked at $810K in Q4 2013.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Parametric Portfolio Associates's 13F filing for Q2 2014, filed 12 Aug 2014.