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UBS’s Unity Bancorp UNTY Stock Holding History

UBS’s Portfolio UNTY Stock Details UNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$41K Buy
4,714
+1,000
+27% +$8.3K ﹤0.01% 7085
2014
Q2 		$31K Buy
3,714
+1,720
+86% +$13.4K ﹤0.01% 7518
2014
Q1 		$15K Buy
1,994
+232
+13% +$1.66K ﹤0.01% 8460
2013
Q4 		$12K Sell
1,762
-1,366
-44% -$9.4K ﹤0.01% 8794
2013
Q3 		$21K Buy
3,128
+1,366
+78% +$9.34K ﹤0.01% 8011
2013
Q2 		$11K Buy
+1,762
New +$11.1K ﹤0.01% 8552

Other funds holding UNTY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

UBS's UNTY Position: Q3 2014 in Review

UBS increased its Unity Bancorp (UNTY) stake by 27% in Q3 2014, buying an estimated $8.3K and bringing the position to 4,714 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #7085.

UBS first reported a position in UNTY in Q2 2013 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold UNTY as of Q3 2014.

  • UBS held 4,714 shares of Unity Bancorp worth $41K as of Q3 2014.
  • UBS bought 1,000 Unity Bancorp shares in Q3 2014, an estimated $8.3K.
  • Unity Bancorp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7085 holding.
  • UBS first reported a position in Unity Bancorp in Q2 2013 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Unity Bancorp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.