Mark Sheptoff Financial Planning’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 |
-6,346
| Closed | -$86K | – | 389 |
|
|
2019
Q3 | $86K | Hold |
6,346
| – | – | 0.06% | 120 |
|
|
2019
Q2 | $90K | Hold |
6,346
| – | – | 0.06% | 126 |
|
|
2019
Q1 | $91K | Hold |
6,346
| – | – | 0.07% | 122 |
|
|
2018
Q4 | $93K | Hold |
6,346
| – | – | 0.08% | 103 |
|
|
2018
Q3 | $107K | Hold |
6,346
| – | – | 0.07% | 127 |
|
|
2018
Q2 | $111K | Sell |
6,346
-227
| -3% | -$3.9K | 0.08% | 119 |
|
|
2018
Q1 | $106K | Hold |
6,573
| – | – | 0.07% | 124 |
|
|
2017
Q4 | $116K | Hold |
6,573
| – | – | 0.08% | 130 |
|
|
2017
Q3 | $120K | Hold |
6,573
| – | – | 0.08% | 133 |
|
|
2017
Q2 | $110K | Buy |
6,573
+2,615
| +66% | +$44.4K | 0.08% | 134 |
|
|
2017
Q1 | $67K | Buy |
3,958
+1
| +0% | +$18 | 0.05% | 163 |
|
|
2016
Q4 | $72K | Hold |
3,957
| – | – | 0.05% | 154 |
|
|
2016
Q3 | $55K | Hold |
3,957
| – | – | 0.04% | 168 |
|
|
2016
Q2 | $51K | Hold |
3,957
| – | – | 0.04% | 157 |
|
|
2016
Q1 | $50K | Buy |
3,957
+758
| +24% | +$8.95K | 0.04% | 152 |
|
|
2015
Q4 | $41K | Buy |
3,199
+1,516
| +90% | +$20.3K | 0.03% | 180 |
|
|
2015
Q3 | $22K | Hold |
1,683
| – | – | 0.02% | 205 |
|
|
2015
Q2 | $23K | Hold |
1,683
| – | – | 0.02% | 212 |
|
|
2015
Q1 | $21K | Hold |
1,683
| – | – | 0.02% | 219 |
|
|
2014
Q4 | $24K | Buy |
+1,683
| New | +$23.3K | 0.02% | 204 |
|
Mark Sheptoff Financial Planning's UBNK Position: Q4 2019 in Review
Mark Sheptoff Financial Planning sold out of United Financial Bancorp, Inc. (UBNK) in Q4 2019, closing a stake of 6,346 shares — an estimated $86K sold.
Mark Sheptoff Financial Planning first reported a position in UBNK in Q4 2014 and held it in 20 quarters. The position peaked at $120K in Q3 2017. 0 funds tracked by Wall St. Rank hold UBNK as of Q4 2019.
- Mark Sheptoff Financial Planning reported no remaining United Financial Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 6,346 United Financial Bancorp, Inc. shares in Q4 2019, an estimated $86K.
- Mark Sheptoff Financial Planning first reported a position in United Financial Bancorp, Inc. in Q4 2014 and held it in 20 quarters.
- Mark Sheptoff Financial Planning's United Financial Bancorp, Inc. position peaked at $120K in Q3 2017.
- 0 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q4 2019.
Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2019, filed 10 Feb 2020.