LPL Financial
UBNK

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

LPL Financial’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
2016
Q2 		– Sell
-14,961
Closed -$188K – 3112
2016
Q1 		$188K Sell
14,961
-8,969
-37% -$106K ﹤0.01% 2808
2015
Q4 		$300K Buy
23,930
+11,978
+100% +$160K ﹤0.01% 2536
2015
Q3 		$155K Buy
11,952
+14
+0.1% +$184 ﹤0.01% 2591
2015
Q2 		$163K Sell
11,938
-977
-8% -$12.6K ﹤0.01% 2680
2015
Q1 		$164K Sell
12,915
-663
-5% -$8.58K ﹤0.01% 2602
2014
Q4 		$195K Sell
13,578
-2,723
-17% -$37.7K ﹤0.01% 2513
2014
Q3 		$207K Buy
16,301
+40
+0.2% +$506 ﹤0.01% 2432
2014
Q2 		$220K Sell
16,261
-1,348
-8% -$18.1K ﹤0.01% 2415
2014
Q1 		$239K Buy
17,609
+49
+0.3% +$668 ﹤0.01% 2305
2013
Q4 		$250K Sell
17,560
-5,955
-25% -$82K ﹤0.01% 2262
2013
Q3 		$304K Buy
23,515
+92
+0.4% +$1.21K ﹤0.01% 1990
2013
Q2 		$306K Buy
+23,423
New +$305K ﹤0.01% 1898

Other funds holding UBNK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's UBNK Position: Q2 2016 in Review

LPL Financial sold out of United Financial Bancorp, Inc. (UBNK) in Q2 2016, closing a stake of 14,961 shares — an estimated $188K sold.

LPL Financial first reported a position in UBNK in Q2 2013 and held it in 12 quarters. The position peaked at $306K in Q2 2013. 129 funds tracked by Wall St. Rank hold UBNK as of Q2 2016.

  • LPL Financial reported no remaining United Financial Bancorp, Inc. position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 14,961 United Financial Bancorp, Inc. shares in Q2 2016, an estimated $188K.
  • LPL Financial first reported a position in United Financial Bancorp, Inc. in Q2 2013 and held it in 12 quarters.
  • LPL Financial's United Financial Bancorp, Inc. position peaked at $306K in Q2 2013.
  • 129 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.