GWS
UBNK

Glassman Wealth Services’s United Financial Bancorp, Inc. UBNK Stock Holding History

Glassman Wealth Services’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
2019
Q2 		– Sell
-18
Closed – – 1533
2019
Q1 		$0 Sell
18
-64
-78% -$968 ﹤0.01% 1283
2018
Q4 		$1K Hold
82
– – ﹤0.01% 735
2018
Q3 		$1K Hold
82
– – ﹤0.01% 783
2018
Q2 		$1K Buy
82
+64
+356% +$1.1K ﹤0.01% 770
2018
Q1 		$0 Buy
+18
New +$299 ﹤0.01% 1004

Other funds holding UBNK

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Glassman Wealth Services's UBNK Position: Q2 2019 in Review

Glassman Wealth Services sold out of United Financial Bancorp, Inc. (UBNK) in Q2 2019, closing a stake of 18 shares.

Glassman Wealth Services first reported a position in UBNK in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2018. 120 funds tracked by Wall St. Rank hold UBNK as of Q2 2019.

  • Glassman Wealth Services reported no remaining United Financial Bancorp, Inc. position as of Q2 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 18 United Financial Bancorp, Inc. shares in Q2 2019.
  • Glassman Wealth Services first reported a position in United Financial Bancorp, Inc. in Q1 2018 and held it in 5 quarters.
  • Glassman Wealth Services's United Financial Bancorp, Inc. position peaked at $1K in Q4 2018.
  • 120 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q2 2019.

Based on Glassman Wealth Services's 13F filing for Q2 2019, filed 8 Aug 2019.