AR
PBCT

Advisory Research’s People's United Financial Inc PBCT Stock Holding History

Advisory Research’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
Q2 		– Sell
-4,879
Closed -$73K – 700
2014
Q1 		$73K Buy
+4,879
New +$71K ﹤0.01% 399

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's PBCT Position: Q2 2014 in Review

Advisory Research sold out of People's United Financial Inc (PBCT) in Q2 2014, closing a stake of 4,879 shares — an estimated $73K sold.

Advisory Research first reported a position in PBCT in Q1 2014 and held it in 1 quarter. The position peaked at $73K in Q1 2014. 388 funds tracked by Wall St. Rank hold PBCT as of Q2 2014.

  • Advisory Research reported no remaining People's United Financial Inc position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 4,879 People's United Financial Inc shares in Q2 2014, an estimated $73K.
  • Advisory Research first reported a position in People's United Financial Inc in Q1 2014 and held it in 1 quarter.
  • Advisory Research's People's United Financial Inc position peaked at $73K in Q1 2014.
  • 388 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.