SFM
UBNK

Systematic Financial Management’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Systematic Financial Management’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
-774,091
Closed -$14.2M – 787
2014
Q1 		$14.2M Buy
774,091
+32,304
+4% +$590K 0.1% 227
2013
Q4 		$14M Buy
741,787
+68,491
+10% +$1.2M 0.1% 211
2013
Q3 		$10.9M Buy
673,296
+3,201
+0.5% +$51.4K 0.09% 236
2013
Q2 		$10.2M Buy
+670,095
New +$10.2M 0.09% 221

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

Systematic Financial Management's UBNK Position: Q2 2014 in Review

Systematic Financial Management sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 774,091 shares — an estimated $14.2M sold.

Systematic Financial Management first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $14.2M in Q1 2014. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • Systematic Financial Management reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
  • Systematic Financial Management sold 774,091 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $14.2M.
  • Systematic Financial Management first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
  • Systematic Financial Management's UNITIED FINANCIAL BANCORP INC position peaked at $14.2M in Q1 2014.
  • 3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Systematic Financial Management's 13F filing for Q2 2014, filed 11 Aug 2014.