CAM
PBCT

Capstone Asset Management’s People's United Financial Inc PBCT Stock Holding History

Capstone Asset 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
2017
Q2 		$6.15M Buy
348,247
+16,399
+5% +$285K 0.17% 143
2017
Q1 		$6.04M Buy
331,848
+22,992
+7% +$435K 0.17% 142
2016
Q4 		$5.98M Buy
308,856
+9,193
+3% +$162K 0.17% 138
2016
Q3 		$4.74M Buy
299,663
+6,115
+2% +$95K 0.14% 164
2016
Q2 		$4.3M Buy
293,548
+4,266
+1% +$66.2K 0.13% 180
2016
Q1 		$4.61M Buy
289,282
+41
+0% +$615 0.13% 190
2015
Q4 		$4.67M Buy
289,241
+3,419
+1% +$55.6K 0.13% 184
2015
Q3 		$4.5M Sell
285,822
-18,345
-6% -$291K 0.14% 177
2015
Q2 		$4.93M Sell
304,167
-3,099
-1% -$48.1K 0.14% 182
2015
Q1 		$4.67M Buy
307,266
+120
+0% +$1.78K 0.13% 193
2014
Q4 		$4.66M Buy
307,146
+34,994
+13% +$512K 0.14% 193
2014
Q3 		$3.94M Sell
272,152
-4,055
-1% -$60.2K 0.13% 181
2014
Q2 		$4.19M Sell
276,207
-7,491
-3% -$109K 0.13% 181
2014
Q1 		$4.22M Buy
283,698
+1,459
+0.5% +$21.2K 0.13% 186
2013
Q4 		$4.27M Sell
282,239
-4,148
-1% -$61K 0.12% 194
2013
Q3 		$4.12M Buy
286,387
+5,019
+2% +$74.4K 0.1% 226
2013
Q2 		$4.19M Buy
+281,368
New +$3.84M 0.11% 205

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capstone Asset Management's PBCT Position: Q2 2017 in Review

Capstone Asset Management increased its People's United Financial Inc (PBCT) stake by 4.9% in Q2 2017, buying an estimated $285K and bringing the position to 348,247 shares worth $6.15M. The position accounts for 0.17% of the portfolio, ranked #143.

Capstone Asset Management first reported a position in PBCT in Q2 2013 and has held it in 17 quarters since. 416 funds tracked by Wall St. Rank hold PBCT as of Q2 2017.

  • Capstone Asset Management held 348,247 shares of People's United Financial Inc worth $6.15M as of Q2 2017.
  • Capstone Asset Management bought 16,399 People's United Financial Inc shares in Q2 2017, an estimated $285K.
  • People's United Financial Inc made up 0.17% of Capstone Asset Management's portfolio in Q2 2017, its #143 holding.
  • Capstone Asset Management first reported a position in People's United Financial Inc in Q2 2013 and has held it in 17 quarters since.
  • 416 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.