Stifel Financial
UBNK

Stifel Financial’s United Financial Bancorp, Inc. UBNK Stock Holding History

Stifel Financial’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
2017
Q4 		– Sell
-93,432
Closed -$1.71M – 2757
2017
Q3 		$1.71M Buy
+93,432
New +$1.62M 0.01% 1208
2014
Q2 		– Sell
-19,100
Closed -$260K – 2291
2014
Q1 		$260K Buy
+19,100
New +$261K ﹤0.01% 1801

Other funds holding UBNK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial's UBNK Position: Q4 2017 in Review

Stifel Financial sold out of United Financial Bancorp, Inc. (UBNK) in Q4 2017, closing a stake of 93,432 shares — an estimated $1.71M sold.

Stifel Financial first reported a position in UBNK in Q1 2014 and held it in 2 quarters. The position peaked at $1.71M in Q3 2017. 147 funds tracked by Wall St. Rank hold UBNK as of Q4 2017.

  • Stifel Financial reported no remaining United Financial Bancorp, Inc. position as of Q4 2017 after selling out during the quarter.
  • Stifel Financial sold 93,432 United Financial Bancorp, Inc. shares in Q4 2017, an estimated $1.71M.
  • Stifel Financial first reported a position in United Financial Bancorp, Inc. in Q1 2014 and held it in 2 quarters.
  • Stifel Financial's United Financial Bancorp, Inc. position peaked at $1.71M in Q3 2017.
  • 147 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q4 2017.

Based on Stifel Financial's 13F filing for Q4 2017, filed 14 Feb 2018.