PIM
UBNK

Parasol Investment Management’s United Financial Bancorp, Inc. UBNK Stock Holding History

Parasol Investment 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
2015
Q3 		– Sell
-91
Closed -$1K – 247
2015
Q2 		$1K Hold
91
– – ﹤0.01% 255
2015
Q1 		$1K Hold
91
– – ﹤0.01% 265
2014
Q4 		$1K Hold
91
– – ﹤0.01% 302
2014
Q3 		$1K Hold
91
– – ﹤0.01% 286
2014
Q2 		$1K Hold
91
– – ﹤0.01% 270
2014
Q1 		$1K Hold
91
– – ﹤0.01% 254
2013
Q4 		$1K Buy
+91
New +$1.25K ﹤0.01% 256

Other funds holding UBNK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Parasol Investment Management's UBNK Position: Q3 2015 in Review

Parasol Investment Management sold out of United Financial Bancorp, Inc. (UBNK) in Q3 2015, closing a stake of 91 shares — an estimated $1K sold.

Parasol Investment Management first reported a position in UBNK in Q4 2013 and held it in 7 quarters. The position peaked at $1K in Q2 2015. 118 funds tracked by Wall St. Rank hold UBNK as of Q3 2015.

  • Parasol Investment Management reported no remaining United Financial Bancorp, Inc. position as of Q3 2015 after selling out during the quarter.
  • Parasol Investment Management sold 91 United Financial Bancorp, Inc. shares in Q3 2015, an estimated $1K.
  • Parasol Investment Management first reported a position in United Financial Bancorp, Inc. in Q4 2013 and held it in 7 quarters.
  • Parasol Investment Management's United Financial Bancorp, Inc. position peaked at $1K in Q2 2015.
  • 118 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.