AA
PBCT

Apriem Advisors’s People's United Financial Inc PBCT Stock Holding History

Apriem Advisors’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
2015
Q3 		– Sell
-200
Closed -$3K – 624
2015
Q2 		$3K Sell
200
-1,250
-86% -$19.4K ﹤0.01% 561
2015
Q1 		$22K Buy
+1,450
New +$21.5K 0.01% 307

Other funds holding PBCT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Apriem Advisors's PBCT Position: Q3 2015 in Review

Apriem Advisors sold out of People's United Financial Inc (PBCT) in Q3 2015, closing a stake of 200 shares — an estimated $3K sold.

Apriem Advisors first reported a position in PBCT in Q1 2015 and held it in 2 quarters. The position peaked at $22K in Q1 2015. 395 funds tracked by Wall St. Rank hold PBCT as of Q3 2015.

  • Apriem Advisors reported no remaining People's United Financial Inc position as of Q3 2015 after selling out during the quarter.
  • Apriem Advisors sold 200 People's United Financial Inc shares in Q3 2015, an estimated $3K.
  • Apriem Advisors first reported a position in People's United Financial Inc in Q1 2015 and held it in 2 quarters.
  • Apriem Advisors's People's United Financial Inc position peaked at $22K in Q1 2015.
  • 395 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2015.

Based on Apriem Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.