IFP Advisors’s United Financial Bancorp, Inc. UBNK Stock Holding History

IFP 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
2019 Q1	–	Sell	-550	Closed	-$8K	–	3821
2018 Q4	$8K	Hold	550	–	–	﹤0.01%	2648
2018 Q3	$9K	Hold	550	–	–	﹤0.01%	2939
2018 Q2	$10K	Hold	550	–	–	﹤0.01%	2930
2018 Q1	$10K	Hold	550	–	–	﹤0.01%	2813
2017 Q4	$10K	Hold	550	–	–	﹤0.01%	2855
2017 Q3	$10K	Hold	550	–	–	﹤0.01%	3059
2017 Q2	$9K	Hold	550	–	–	﹤0.01%	3127
2017 Q1	$9K	Hold	550	–	–	﹤0.01%	3012
2016 Q4	$10K	Hold	550	–	–	﹤0.01%	2938
2016 Q3	$8K	Hold	550	–	–	﹤0.01%	3011
2016 Q2	$7K	Buy	+550	New	+$7.13K	﹤0.01%	2981
2016 Q1	–	Sell	-550	Closed	-$7K	–	3808
2015 Q4	$7K	Buy	+550	New	+$7.36K	﹤0.01%	2812

Other funds holding UBNK

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCM

Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP Advisors's UBNK Position: Q1 2019 in Review

IFP Advisors sold out of United Financial Bancorp, Inc. (UBNK) in Q1 2019, closing a stake of 550 shares — an estimated $8K sold.

IFP Advisors first reported a position in UBNK in Q4 2015 and held it in 12 quarters. The position peaked at $10K in Q2 2018. 123 funds tracked by Wall St. Rank hold UBNK as of Q1 2019.

IFP Advisors reported no remaining United Financial Bancorp, Inc. position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 550 United Financial Bancorp, Inc. shares in Q1 2019, an estimated $8K.
IFP Advisors first reported a position in United Financial Bancorp, Inc. in Q4 2015 and held it in 12 quarters.
IFP Advisors's United Financial Bancorp, Inc. position peaked at $10K in Q2 2018.
123 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.