Next Financial Group’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 |
-520
| Closed | -$7K | – | 2602 |
|
|
2019
Q3 | $7K | Buy |
520
+4
| +0.8% | +$54 | ﹤0.01% | 1844 |
|
|
2019
Q2 | $7K | Buy |
516
+5
| +1% | +$68 | ﹤0.01% | 1813 |
|
|
2019
Q1 | $7K | Buy |
511
+4
| +0.8% | +$60 | ﹤0.01% | 1207 |
|
|
2018
Q4 | $7K | Buy |
507
+4
| +0.8% | +$63 | ﹤0.01% | 1476 |
|
|
2018
Q3 | $8K | Buy |
+503
| New | +$8.85K | ﹤0.01% | 1073 |
|
|
2017
Q4 | – | Sell |
-500
| Closed | -$9K | – | 1633 |
|
|
2017
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 1274 |
|
|
2017
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 1427 |
|
|
2017
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 1339 |
|
|
2016
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 1713 |
|
|
2016
Q3 | $7K | Buy |
+500
| New | +$6.74K | ﹤0.01% | 1829 |
|
|
2015
Q1 | – | Sell |
-763
| Closed | -$11K | – | 2007 |
|
|
2014
Q4 | $11K | Sell |
763
-500
| -40% | -$6.92K | ﹤0.01% | 1228 |
|
|
2014
Q3 | $16K | Buy |
+1,263
| New | +$16K | ﹤0.01% | 1546 |
|
Next Financial Group's UBNK Position: Q4 2019 in Review
Next Financial Group sold out of United Financial Bancorp, Inc. (UBNK) in Q4 2019, closing a stake of 520 shares — an estimated $7K sold.
Next Financial Group first reported a position in UBNK in Q3 2014 and held it in 12 quarters. The position peaked at $16K in Q3 2014. 0 funds tracked by Wall St. Rank hold UBNK as of Q4 2019.
- Next Financial Group reported no remaining United Financial Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
- Next Financial Group sold 520 United Financial Bancorp, Inc. shares in Q4 2019, an estimated $7K.
- Next Financial Group first reported a position in United Financial Bancorp, Inc. in Q3 2014 and held it in 12 quarters.
- Next Financial Group's United Financial Bancorp, Inc. position peaked at $16K in Q3 2014.
- 0 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q4 2019.
Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.