BFG
PBCT

Beacon Financial Group’s People's United Financial Inc PBCT Stock Holding History

Beacon Financial Group’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
-463,743
Closed -$6.62M – 198
2013
Q3 		$6.62M Buy
+463,743
New +$6.88M 1.43% 13

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

Beacon Financial Group's PBCT Position: Q4 2013 in Review

Beacon Financial Group sold out of People's United Financial Inc (PBCT) in Q4 2013, closing a stake of 463,743 shares — an estimated $6.62M sold.

Beacon Financial Group first reported a position in PBCT in Q3 2013 and held it in 1 quarter. The position peaked at $6.62M in Q3 2013. 416 funds tracked by Wall St. Rank hold PBCT as of Q4 2013.

  • Beacon Financial Group reported no remaining People's United Financial Inc position as of Q4 2013 after selling out during the quarter.
  • Beacon Financial Group sold 463,743 People's United Financial Inc shares in Q4 2013, an estimated $6.62M.
  • Beacon Financial Group first reported a position in People's United Financial Inc in Q3 2013 and held it in 1 quarter.
  • Beacon Financial Group's People's United Financial Inc position peaked at $6.62M in Q3 2013.
  • 416 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2013.

Based on Beacon Financial Group's 13F filing for Q4 2013, filed 10 Feb 2014.