SAV
UBNK

Schutz Anton Villars’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Schutz Anton Villars’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
2013
Q4 		– Sell
-14,000
Closed -$226K – 31
2013
Q3 		$226K Sell
14,000
-4,553
-25% -$73K 4.88% 6
2013
Q2 		$281K Buy
+18,553
New +$281K 6.83% 1

Other funds holding UBNK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Schutz Anton Villars's UBNK Position: Q4 2013 in Review

Schutz Anton Villars sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q4 2013, closing a stake of 14,000 shares — an estimated $226K sold.

Schutz Anton Villars first reported a position in UBNK in Q2 2013 and held it in 2 quarters. The position peaked at $281K in Q2 2013. 92 funds tracked by Wall St. Rank hold UBNK as of Q4 2013.

  • Schutz Anton Villars reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q4 2013 after selling out during the quarter.
  • Schutz Anton Villars sold 14,000 UNITIED FINANCIAL BANCORP INC shares in Q4 2013, an estimated $226K.
  • Schutz Anton Villars first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 2 quarters.
  • Schutz Anton Villars's UNITIED FINANCIAL BANCORP INC position peaked at $281K in Q2 2013.
  • 92 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q4 2013.

Based on Schutz Anton Villars's 13F filing for Q4 2013, filed 14 Feb 2014.