JP Morgan Private Wealth Advisors’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 |
-10,598
| Closed | -$144K | – | 1534 |
|
|
2019
Q3 | $144K | Buy |
+10,598
| New | +$143K | ﹤0.01% | 1378 |
|
|
2019
Q1 | – | Sell |
-86,690
| Closed | -$1.27M | – | 1544 |
|
|
2018
Q4 | $1.27M | Buy |
86,690
+1,139
| +1% | +$18K | 0.01% | 682 |
|
|
2018
Q3 | $1.44M | Buy |
85,551
+4,680
| +6% | +$82.3K | 0.01% | 705 |
|
|
2018
Q2 | $1.42M | Buy |
80,871
+934
| +1% | +$16K | 0.01% | 675 |
|
|
2018
Q1 | $1.29M | Buy |
79,937
+4,397
| +6% | +$72.9K | 0.01% | 588 |
|
|
2017
Q4 | $1.33M | Buy |
75,540
+899
| +1% | +$16.4K | 0.01% | 589 |
|
|
2017
Q3 | $1.37M | Buy |
74,641
+2,000
| +3% | +$34.8K | 0.01% | 555 |
|
|
2017
Q2 | $1.21M | Hold |
72,641
| – | – | 0.01% | 569 |
|
|
2017
Q1 | $1.24M | Hold |
72,641
| – | – | 0.01% | 578 |
|
|
2016
Q4 | $1.32M | Hold |
72,641
| – | – | 0.01% | 525 |
|
|
2016
Q3 | $1M | Hold |
72,641
| – | – | 0.01% | 589 |
|
|
2016
Q2 | $943K | Hold |
72,641
| – | – | 0.01% | 610 |
|
|
2016
Q1 | $915K | Sell |
72,641
-72,641
| -50% | -$858K | 0.01% | 581 |
|
|
2015
Q4 | $1.87M | Buy |
145,282
+72,641
| +100% | +$972K | 0.02% | 386 |
|
|
2015
Q3 | $948K | Sell |
72,641
-72,641
| -50% | -$955K | 0.01% | 483 |
|
|
2015
Q2 | $1.95M | Buy |
145,282
+72,549
| +100% | +$937K | 0.02% | 373 |
|
|
2015
Q1 | $904K | Hold |
72,733
| – | – | 0.01% | 552 |
|
|
2014
Q4 | $1.04M | Hold |
72,733
| – | – | 0.01% | 526 |
|
|
2014
Q3 | $923K | Sell |
72,733
-115
| -0.2% | -$1.46K | 0.01% | 536 |
|
|
2014
Q2 | $987K | Buy |
+72,848
| New | +$979K | 0.02% | 414 |
|
JP Morgan Private Wealth Advisors's UBNK Position: Q4 2019 in Review
JP Morgan Private Wealth Advisors sold out of United Financial Bancorp, Inc. (UBNK) in Q4 2019, closing a stake of 10,598 shares — an estimated $144K sold.
JP Morgan Private Wealth Advisors first reported a position in UBNK in Q2 2014 and held it in 20 quarters. The position peaked at $1.95M in Q2 2015. 0 funds tracked by Wall St. Rank hold UBNK as of Q4 2019.
- JP Morgan Private Wealth Advisors reported no remaining United Financial Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 10,598 United Financial Bancorp, Inc. shares in Q4 2019, an estimated $144K.
- JP Morgan Private Wealth Advisors first reported a position in United Financial Bancorp, Inc. in Q2 2014 and held it in 20 quarters.
- JP Morgan Private Wealth Advisors's United Financial Bancorp, Inc. position peaked at $1.95M in Q2 2015.
- 0 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q4 2019.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.