Creative Planning’s United Financial Bancorp, Inc. UBNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-18,067
| Closed | -$246K | – | 2169 |
|
|
2019
Q3 | $246K | Hold |
18,067
| – | – | ﹤0.01% | 1484 |
|
|
2019
Q2 | $256K | Hold |
18,067
| – | – | ﹤0.01% | 1467 |
|
|
2019
Q1 | $259K | Hold |
18,067
| – | – | ﹤0.01% | 1421 |
|
|
2018
Q4 | $266K | Sell |
18,067
-2,500
| -12% | -$39.4K | ﹤0.01% | 1311 |
|
|
2018
Q3 | $346K | Hold |
20,567
| – | – | ﹤0.01% | 1308 |
|
|
2018
Q2 | $360K | Hold |
20,567
| – | – | ﹤0.01% | 1258 |
|
|
2018
Q1 | $333K | Sell |
20,567
-11,608
| -36% | -$193K | ﹤0.01% | 1292 |
|
|
2017
Q4 | $568K | Hold |
32,175
| – | – | ﹤0.01% | 1001 |
|
|
2017
Q3 | $588K | Hold |
32,175
| – | – | ﹤0.01% | 972 |
|
|
2017
Q2 | $537K | Hold |
32,175
| – | – | ﹤0.01% | 977 |
|
|
2017
Q1 | $547K | Buy |
32,175
+500
| +2% | +$8.79K | ﹤0.01% | 946 |
|
|
2016
Q4 | $575K | Hold |
31,675
| – | – | ﹤0.01% | 867 |
|
|
2016
Q3 | $438K | Hold |
31,675
| – | – | ﹤0.01% | 963 |
|
|
2016
Q2 | $411K | Hold |
31,675
| – | – | ﹤0.01% | 877 |
|
|
2016
Q1 | $399K | Buy |
31,675
+67
| +0.2% | +$791 | ﹤0.01% | 846 |
|
|
2015
Q4 | $407K | Hold |
31,608
| – | – | ﹤0.01% | 858 |
|
|
2015
Q3 | $412K | Buy |
31,608
+19,600
| +163% | +$258K | ﹤0.01% | 818 |
|
|
2015
Q2 | $162K | Buy |
12,008
+11,608
| +2,902% | +$150K | ﹤0.01% | 914 |
|
|
2015
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 3571 |
|
|
2014
Q4 | $6K | Sell |
400
-300
| -43% | -$4.15K | ﹤0.01% | 3443 |
|
|
2014
Q3 | $9K | Buy |
700
+300
| +75% | +$3.8K | ﹤0.01% | 3032 |
|
|
2014
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 3262 |
|
|
2014
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 3121 |
|
|
2013
Q4 | $6K | Buy |
+400
| New | +$5.5K | ﹤0.01% | 2797 |
|
Creative Planning's UBNK Position: Q4 2019 in Review
Creative Planning sold out of United Financial Bancorp, Inc. (UBNK) in Q4 2019, closing a stake of 18,067 shares — an estimated $246K sold.
Creative Planning first reported a position in UBNK in Q4 2013 and held it in 24 quarters. The position peaked at $588K in Q3 2017. 0 funds tracked by Wall St. Rank hold UBNK as of Q4 2019.
- Creative Planning reported no remaining United Financial Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
- Creative Planning sold 18,067 United Financial Bancorp, Inc. shares in Q4 2019, an estimated $246K.
- Creative Planning first reported a position in United Financial Bancorp, Inc. in Q4 2013 and held it in 24 quarters.
- Creative Planning's United Financial Bancorp, Inc. position peaked at $588K in Q3 2017.
- 0 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q4 2019.
Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.