WIL
UBNK

Winifred I. Li’s United Financial Bancorp, Inc. UBNK Stock Holding History

Winifred I. Li’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
2014
Q4 		$49K Buy
3,380
+1,470
+77% +$20.3K 0.05% 287
2014
Q3 		$24K Buy
+1,910
New +$24.2K 0.02% 348

Other funds holding UBNK

KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Winifred I. Li's UBNK Position: Q4 2014 in Review

Winifred I. Li increased its United Financial Bancorp, Inc. (UBNK) stake by 77% in Q4 2014, buying an estimated $20.3K and bringing the position to 3,380 shares worth $49K. The position accounts for 0.05% of the portfolio, ranked #287.

Winifred I. Li first reported a position in UBNK in Q3 2014 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold UBNK as of Q4 2014.

  • Winifred I. Li held 3,380 shares of United Financial Bancorp, Inc. worth $49K as of Q4 2014.
  • Winifred I. Li bought 1,470 United Financial Bancorp, Inc. shares in Q4 2014, an estimated $20.3K.
  • United Financial Bancorp, Inc. made up 0.05% of Winifred I. Li's portfolio in Q4 2014, its #287 holding.
  • Winifred I. Li first reported a position in United Financial Bancorp, Inc. in Q3 2014 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.