B
PBCT

Bailard’s People's United Financial Inc PBCT Stock Holding History

Bailard’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
2017
Q1 		– Sell
-14,217
Closed -$275K – 327
2016
Q4 		$275K Hold
14,217
– – 0.03% 260
2016
Q3 		$225K Hold
14,217
– – 0.02% 295
2016
Q2 		$208K Buy
+14,217
New +$221K 0.02% 282

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bailard's PBCT Position: Q1 2017 in Review

Bailard sold out of People's United Financial Inc (PBCT) in Q1 2017, closing a stake of 14,217 shares — an estimated $275K sold.

Bailard first reported a position in PBCT in Q2 2016 and held it in 3 quarters. The position peaked at $275K in Q4 2016. 420 funds tracked by Wall St. Rank hold PBCT as of Q1 2017.

  • Bailard reported no remaining People's United Financial Inc position as of Q1 2017 after selling out during the quarter.
  • Bailard sold 14,217 People's United Financial Inc shares in Q1 2017, an estimated $275K.
  • Bailard first reported a position in People's United Financial Inc in Q2 2016 and held it in 3 quarters.
  • Bailard's People's United Financial Inc position peaked at $275K in Q4 2016.
  • 420 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2017.

Based on Bailard's 13F filing for Q1 2017, filed 12 May 2017.