Howe & Rusling’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 |
-203
| Closed | -$3K | – | 904 |
|
|
2019
Q3 | $3K | Hold |
203
| – | – | ﹤0.01% | 659 |
|
|
2019
Q2 | $3K | Sell |
203
-12
| -6% | -$164 | ﹤0.01% | 642 |
|
|
2019
Q1 | $3K | Sell |
215
-17
| -7% | -$257 | ﹤0.01% | 649 |
|
|
2018
Q4 | $3K | Buy |
232
+69
| +42% | +$1.09K | ﹤0.01% | 639 |
|
|
2018
Q3 | $3K | Hold |
163
| – | – | ﹤0.01% | 693 |
|
|
2018
Q2 | $3K | Hold |
163
| – | – | ﹤0.01% | 642 |
|
|
2018
Q1 | $3K | Sell |
163
-26
| -14% | -$431 | ﹤0.01% | 744 |
|
|
2017
Q4 | $3K | Hold |
189
| – | – | ﹤0.01% | 677 |
|
|
2017
Q3 | $3K | Hold |
189
| – | – | ﹤0.01% | 712 |
|
|
2017
Q2 | $3K | Hold |
189
| – | – | ﹤0.01% | 773 |
|
|
2017
Q1 | $3K | Sell |
189
-26
| -12% | -$457 | ﹤0.01% | 799 |
|
|
2016
Q4 | $4K | Hold |
215
| – | – | ﹤0.01% | 748 |
|
|
2016
Q3 | $3K | Buy |
+215
| New | +$2.9K | ﹤0.01% | 808 |
|
|
2016
Q2 | – | Sell |
-19,348
| Closed | -$244K | – | 1081 |
|
|
2016
Q1 | $244K | Hold |
19,348
| – | – | 0.06% | 130 |
|
|
2015
Q4 | $249K | Hold |
19,348
| – | – | 0.06% | 134 |
|
|
2015
Q3 | $252K | Hold |
19,348
| – | – | 0.06% | 140 |
|
|
2015
Q2 | $260K | Buy |
+19,348
| New | +$250K | 0.06% | 150 |
|
|
2014
Q3 | – | Sell |
-19,348
| Closed | -$262K | – | 968 |
|
|
2014
Q2 | $262K | Buy |
+19,348
| New | +$260K | 0.06% | 140 |
|
Howe & Rusling's UBNK Position: Q4 2019 in Review
Howe & Rusling sold out of United Financial Bancorp, Inc. (UBNK) in Q4 2019, closing a stake of 203 shares — an estimated $3K sold.
Howe & Rusling first reported a position in UBNK in Q2 2014 and held it in 18 quarters. The position peaked at $262K in Q2 2014. 0 funds tracked by Wall St. Rank hold UBNK as of Q4 2019.
- Howe & Rusling reported no remaining United Financial Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
- Howe & Rusling sold 203 United Financial Bancorp, Inc. shares in Q4 2019, an estimated $3K.
- Howe & Rusling first reported a position in United Financial Bancorp, Inc. in Q2 2014 and held it in 18 quarters.
- Howe & Rusling's United Financial Bancorp, Inc. position peaked at $262K in Q2 2014.
- 0 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q4 2019.
Based on Howe & Rusling's 13F filing for Q4 2019, filed 5 Feb 2020.