UBS’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

UBS’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	-27,815	Closed	-$511K	–	11496
2014 Q1	$511K	Buy	27,815 +9,176	+49%	+$168K	﹤0.01%	4214
2013 Q4	$352K	Buy	18,639 +11,175	+150%	+$196K	﹤0.01%	4685
2013 Q3	$121K	Sell	7,464 -887	-11%	-$14.2K	﹤0.01%	5807
2013 Q2	$126K	Buy	+8,351	New	+$127K	﹤0.01%	5618

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

UBS's UBNK Position: Q2 2014 in Review

UBS sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 27,815 shares — an estimated $511K sold.

UBS first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $511K in Q1 2014. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

UBS reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
UBS sold 27,815 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $511K.
UBS first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
UBS's UNITIED FINANCIAL BANCORP INC position peaked at $511K in Q1 2014.
3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on UBS's 13F filing for Q2 2014, filed 14 Aug 2014.