PWM
UBNK

PRW Wealth Management’s United Financial Bancorp, Inc. UBNK Stock Holding History

PRW Wealth 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
2019
Q2 		– Sell
-25
Closed – – 780
2019
Q1 		$0 Hold
25
– – ﹤0.01% 837
2018
Q4 		$0 Buy
+25
New +$394 ﹤0.01% 795

Other funds holding UBNK

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Dimensional Fund Advisors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

PRW Wealth Management's UBNK Position: Q2 2019 in Review

PRW Wealth Management sold out of United Financial Bancorp, Inc. (UBNK) in Q2 2019, closing a stake of 25 shares.

PRW Wealth Management first reported a position in UBNK in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 120 funds tracked by Wall St. Rank hold UBNK as of Q2 2019.

  • PRW Wealth Management reported no remaining United Financial Bancorp, Inc. position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 25 United Financial Bancorp, Inc. shares in Q2 2019.
  • PRW Wealth Management first reported a position in United Financial Bancorp, Inc. in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's United Financial Bancorp, Inc. position peaked at $0 in Q1 2019.
  • 120 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.