SAM
UBNK

Symphony Asset Management’s United Financial Bancorp, Inc. UBNK Stock Holding History

Symphony 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
2018
Q3 		– Sell
-10,880
Closed -$188K – 301
2018
Q2 		$188K Sell
10,880
-16,424
-60% -$282K 0.04% 236
2018
Q1 		$443K Buy
27,304
+6,495
+31% +$108K 0.06% 256
2017
Q4 		$367K Sell
20,809
-661
-3% -$12K 0.04% 304
2017
Q3 		$393K Buy
+21,470
New +$373K 0.04% 287

Other funds holding UBNK

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Symphony Asset Management's UBNK Position: Q3 2018 in Review

Symphony Asset Management sold out of United Financial Bancorp, Inc. (UBNK) in Q3 2018, closing a stake of 10,880 shares — an estimated $188K sold.

Symphony Asset Management first reported a position in UBNK in Q3 2017 and held it in 4 quarters. The position peaked at $443K in Q1 2018. 140 funds tracked by Wall St. Rank hold UBNK as of Q3 2018.

  • Symphony Asset Management reported no remaining United Financial Bancorp, Inc. position as of Q3 2018 after selling out during the quarter.
  • Symphony Asset Management sold 10,880 United Financial Bancorp, Inc. shares in Q3 2018, an estimated $188K.
  • Symphony Asset Management first reported a position in United Financial Bancorp, Inc. in Q3 2017 and held it in 4 quarters.
  • Symphony Asset Management's United Financial Bancorp, Inc. position peaked at $443K in Q1 2018.
  • 140 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q3 2018.

Based on Symphony Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.