1919 Investment Counsel’s People's United Financial Inc PBCT Stock Holding History

1919 Investment Counsel’s Portfolio PBCT Stock Details PBCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1.25M	Sell	86,066 -43,100	-33%	-$640K	0.03%	356
2014 Q2	$1.96M	Hold	129,166	–	–	0.04%	308
2014 Q1	$1.92M	Hold	129,166	–	–	0.04%	310
2013 Q4	$1.95M	Buy	129,166 +125,000	+3,000%	+$1.84M	0.04%	303
2013 Q3	$60K	Hold	4,166	–	–	﹤0.01%	657
2013 Q2	$63K	Buy	+4,166	New	+$56.8K	﹤0.01%	645

Other funds holding PBCT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1919 Investment Counsel's PBCT Position: Q3 2014 in Review

1919 Investment Counsel reduced its People's United Financial Inc (PBCT) stake by 33% in Q3 2014, selling an estimated $640K and leaving 86,066 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #356.

1919 Investment Counsel first reported a position in PBCT in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.96M in Q2 2014. 394 funds tracked by Wall St. Rank hold PBCT as of Q3 2014.

1919 Investment Counsel held 86,066 shares of People's United Financial Inc worth $1.25M as of Q3 2014.
1919 Investment Counsel sold 43,100 People's United Financial Inc shares in Q3 2014, an estimated $640K.
People's United Financial Inc made up 0.03% of 1919 Investment Counsel's portfolio in Q3 2014, its #356 holding.
1919 Investment Counsel first reported a position in People's United Financial Inc in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's People's United Financial Inc position peaked at $1.96M in Q2 2014.
394 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.