ACM
PBCT

Addison Clark Management’s People's United Financial Inc PBCT Stock Holding History

Addison Clark Management’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
2013
Q4 		– Sell
-1,913,834
Closed -$27.5M – 24
2013
Q3 		$27.5M Buy
1,913,834
+15,461
+0.8% +$229K 2.78% 16
2013
Q2 		$28.3M Buy
+1,898,373
New +$25.9M 2.4% 17

Other funds holding PBCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Addison Clark Management's PBCT Position: Q4 2013 in Review

Addison Clark Management sold out of People's United Financial Inc (PBCT) in Q4 2013, closing a stake of 1,913,834 shares — an estimated $27.5M sold.

Addison Clark Management first reported a position in PBCT in Q2 2013 and held it in 2 quarters. The position peaked at $28.3M in Q2 2013. 416 funds tracked by Wall St. Rank hold PBCT as of Q4 2013.

  • Addison Clark Management reported no remaining People's United Financial Inc position as of Q4 2013 after selling out during the quarter.
  • Addison Clark Management sold 1,913,834 People's United Financial Inc shares in Q4 2013, an estimated $27.5M.
  • Addison Clark Management first reported a position in People's United Financial Inc in Q2 2013 and held it in 2 quarters.
  • Addison Clark Management's People's United Financial Inc position peaked at $28.3M in Q2 2013.
  • 416 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2013.

Based on Addison Clark Management's 13F filing for Q4 2013, filed 14 Feb 2014.