YIA
UBNK

YHB Investment Advisors’s United Financial Bancorp, Inc. UBNK Stock Holding History

YHB Investment Advisors’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
Q2 		– Sell
-26,948
Closed -$366K – 156
2014
Q1 		$366K Hold
26,948
– – 0.09% 129
2013
Q4 		$383K Sell
26,948
-366
-1% -$5.04K 0.1% 125
2013
Q3 		$355K Hold
27,314
– – 0.11% 125
2013
Q2 		$357K Buy
+27,314
New +$356K 0.11% 126

Other funds holding UBNK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

YHB Investment Advisors's UBNK Position: Q2 2014 in Review

YHB Investment Advisors sold out of United Financial Bancorp, Inc. (UBNK) in Q2 2014, closing a stake of 26,948 shares — an estimated $366K sold.

YHB Investment Advisors first reported a position in UBNK in Q2 2013 and held it in 4 quarters. The position peaked at $383K in Q4 2013. 112 funds tracked by Wall St. Rank hold UBNK as of Q2 2014.

  • YHB Investment Advisors reported no remaining United Financial Bancorp, Inc. position as of Q2 2014 after selling out during the quarter.
  • YHB Investment Advisors sold 26,948 United Financial Bancorp, Inc. shares in Q2 2014, an estimated $366K.
  • YHB Investment Advisors first reported a position in United Financial Bancorp, Inc. in Q2 2013 and held it in 4 quarters.
  • YHB Investment Advisors's United Financial Bancorp, Inc. position peaked at $383K in Q4 2013.
  • 112 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q2 2014.

Based on YHB Investment Advisors's 13F filing for Q2 2014, filed 29 Jul 2014.