UCFA
WNEB icon

United Capital Financial Advisors’s Western New England Bancorp WNEB Stock Holding History

United Capital Financial Advisors’s Portfolio WNEB Stock Details WNEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-15,334
Closed -$146K – 1434
2019
Q3 		$146K Hold
15,334
– – ﹤0.01% 1225
2019
Q2 		$143K Hold
15,334
– – ﹤0.01% 1395
2019
Q1 		$142K Hold
15,334
– – ﹤0.01% 1297
2018
Q4 		$154K Buy
+15,334
New +$152K ﹤0.01% 1220

Other funds holding WNEB

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Capital Financial Advisors's WNEB Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Western New England Bancorp (WNEB) in Q4 2019, closing a stake of 15,334 shares — an estimated $146K sold.

United Capital Financial Advisors first reported a position in WNEB in Q4 2018 and held it in 4 quarters. The position peaked at $154K in Q4 2018. 67 funds tracked by Wall St. Rank hold WNEB as of Q4 2019.

  • United Capital Financial Advisors reported no remaining Western New England Bancorp position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,334 Western New England Bancorp shares in Q4 2019, an estimated $146K.
  • United Capital Financial Advisors first reported a position in Western New England Bancorp in Q4 2018 and held it in 4 quarters.
  • United Capital Financial Advisors's Western New England Bancorp position peaked at $154K in Q4 2018.
  • 67 funds tracked by Wall St. Rank held Western New England Bancorp as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.