BRWA
UBNK

B. Riley Wealth Advisors’s United Financial Bancorp, Inc. UBNK Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-64
Closed -$1 – 2297
2014
Q4 		$1 Buy
+64
New +$886 ﹤0.01% 3619

Other funds holding UBNK

KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

B. Riley Wealth Advisors's UBNK Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of United Financial Bancorp, Inc. (UBNK) in Q1 2015, closing a stake of 64 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in UBNK in Q4 2014 and held it in 1 quarter. The position peaked at $1 in Q4 2014. 113 funds tracked by Wall St. Rank hold UBNK as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining United Financial Bancorp, Inc. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 64 United Financial Bancorp, Inc. shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in United Financial Bancorp, Inc. in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's United Financial Bancorp, Inc. position peaked at $1 in Q4 2014.
  • 113 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.