Wells Fargo’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History

Wells Fargo’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	-9,320	Closed	-$171K	–	6635
2014 Q1	$171K	Buy	9,320 +310	+3%	+$5.67K	﹤0.01%	4407
2013 Q4	$170K	Buy	9,010 +6,984	+345%	+$123K	﹤0.01%	4315
2013 Q3	$33K	Buy	2,026 +609	+43%	+$9.77K	﹤0.01%	4800
2013 Q2	$21K	Buy	+1,417	New	+$21.5K	﹤0.01%	4871

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

Wells Fargo's UBNK Position: Q2 2014 in Review

Wells Fargo sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q2 2014, closing a stake of 9,320 shares — an estimated $171K sold.

Wells Fargo first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $171K in Q1 2014. 3 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

Wells Fargo reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q2 2014 after selling out during the quarter.
Wells Fargo sold 9,320 UNITIED FINANCIAL BANCORP INC shares in Q2 2014, an estimated $171K.
Wells Fargo first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 4 quarters.
Wells Fargo's UNITIED FINANCIAL BANCORP INC position peaked at $171K in Q1 2014.
3 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q2 2014.

Based on Wells Fargo's 13F filing for Q2 2014, filed 12 Aug 2014.