WCM
UBNK

Wedge Capital Management’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Wedge Capital 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
2013
Q3 		– Sell
-30,850
Closed -$467K – 538
2013
Q2 		$467K Buy
+30,850
New +$468K 0.01% 381

Other funds holding UBNK

ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wedge Capital Management's UBNK Position: Q3 2013 in Review

Wedge Capital Management sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q3 2013, closing a stake of 30,850 shares — an estimated $467K sold.

Wedge Capital Management first reported a position in UBNK in Q2 2013 and held it in 1 quarter. The position peaked at $467K in Q2 2013. 86 funds tracked by Wall St. Rank hold UBNK as of Q3 2013.

  • Wedge Capital Management reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q3 2013 after selling out during the quarter.
  • Wedge Capital Management sold 30,850 UNITIED FINANCIAL BANCORP INC shares in Q3 2013, an estimated $467K.
  • Wedge Capital Management first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 1 quarter.
  • Wedge Capital Management's UNITIED FINANCIAL BANCORP INC position peaked at $467K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q3 2013.

Based on Wedge Capital Management's 13F filing for Q3 2013, filed 23 Oct 2013.