OSAM
UBNK

O'Shaughnessy Asset Management’s United Financial Bancorp, Inc. UBNK Stock Holding History

O'Shaughnessy Asset Management’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
2013
Q3 		– Sell
-12,026
Closed -$158K – 1019
2013
Q2 		$158K Buy
+12,026
New +$157K ﹤0.01% 543

Other funds holding UBNK

KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

O'Shaughnessy Asset Management's UBNK Position: Q3 2013 in Review

O'Shaughnessy Asset Management sold out of United Financial Bancorp, Inc. (UBNK) in Q3 2013, closing a stake of 12,026 shares — an estimated $158K sold.

O'Shaughnessy Asset Management first reported a position in UBNK in Q2 2013 and held it in 1 quarter. The position peaked at $158K in Q2 2013. 91 funds tracked by Wall St. Rank hold UBNK as of Q3 2013.

  • O'Shaughnessy Asset Management reported no remaining United Financial Bancorp, Inc. position as of Q3 2013 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 12,026 United Financial Bancorp, Inc. shares in Q3 2013, an estimated $158K.
  • O'Shaughnessy Asset Management first reported a position in United Financial Bancorp, Inc. in Q2 2013 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's United Financial Bancorp, Inc. position peaked at $158K in Q2 2013.
  • 91 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q3 2013.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2013, filed 12 Nov 2013.