Steward Partners Investment Advisory’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
-840
Closed -$11K 2867
2019
Q3
$11K Buy
840
+8
+1% +$108 ﹤0.01% 1970
2019
Q2
$11K Buy
+832
New +$11.4K ﹤0.01% 1962
2018
Q4
Sell
-812
Closed -$14K 2510
2018
Q3
$14K Buy
812
+5
+0.6% +$88 ﹤0.01% 1745
2018
Q2
$14K Buy
+807
New +$13.9K ﹤0.01% 1634

Steward Partners Investment Advisory's UBNK Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of United Financial Bancorp, Inc. (UBNK) in Q4 2019, closing a stake of 840 shares — an estimated $11K sold.

Steward Partners Investment Advisory first reported a position in UBNK in Q2 2018 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 0 funds tracked by Wall St. Rank hold UBNK as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining United Financial Bancorp, Inc. position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 840 United Financial Bancorp, Inc. shares in Q4 2019, an estimated $11K.
  • Steward Partners Investment Advisory first reported a position in United Financial Bancorp, Inc. in Q2 2018 and held it in 4 quarters.
  • Steward Partners Investment Advisory's United Financial Bancorp, Inc. position peaked at $14K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.