PFC
UNTD

Phocas Financial Corp’s UNITED ONLINE INC COM NEW UNTD Stock Holding History

Phocas Financial Corp’s Portfolio UNTD Stock Details UNTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-95,754
Closed -$5.35M – 249
2013
Q3 		$5.35M Buy
95,754
+553
+0.6% +$31.1K 0.51% 85
2013
Q2 		$5.05M Buy
+95,201
New +$4.44M 0.53% 71

Other funds holding UNTD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phocas Financial Corp's UNTD Position: Q4 2013 in Review

Phocas Financial Corp sold out of UNITED ONLINE INC COM NEW (UNTD) in Q4 2013, closing a stake of 95,754 shares — an estimated $5.35M sold.

Phocas Financial Corp first reported a position in UNTD in Q2 2013 and held it in 2 quarters. The position peaked at $5.35M in Q3 2013. 108 funds tracked by Wall St. Rank hold UNTD as of Q4 2013.

  • Phocas Financial Corp reported no remaining UNITED ONLINE INC COM NEW position as of Q4 2013 after selling out during the quarter.
  • Phocas Financial Corp sold 95,754 UNITED ONLINE INC COM NEW shares in Q4 2013, an estimated $5.35M.
  • Phocas Financial Corp first reported a position in UNITED ONLINE INC COM NEW in Q2 2013 and held it in 2 quarters.
  • Phocas Financial Corp's UNITED ONLINE INC COM NEW position peaked at $5.35M in Q3 2013.
  • 108 funds tracked by Wall St. Rank held UNITED ONLINE INC COM NEW as of Q4 2013.

Based on Phocas Financial Corp's 13F filing for Q4 2013, filed 18 Feb 2014.