CI
PBCT

CAZ Investments’s People's United Financial Inc PBCT Stock Holding History

CAZ Investments’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
Q2 		– Sell
-35,000
Closed -$532K – 139
2015
Q1 		$532K Buy
35,000
+5,000
+17% +$74.1K 0.38% 72
2014
Q4 		$455K Buy
+30,000
New +$439K 0.33% 88

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CAZ Investments's PBCT Position: Q2 2015 in Review

CAZ Investments sold out of People's United Financial Inc (PBCT) in Q2 2015, closing a stake of 35,000 shares — an estimated $532K sold.

CAZ Investments first reported a position in PBCT in Q4 2014 and held it in 2 quarters. The position peaked at $532K in Q1 2015. 409 funds tracked by Wall St. Rank hold PBCT as of Q2 2015.

  • CAZ Investments reported no remaining People's United Financial Inc position as of Q2 2015 after selling out during the quarter.
  • CAZ Investments sold 35,000 People's United Financial Inc shares in Q2 2015, an estimated $532K.
  • CAZ Investments first reported a position in People's United Financial Inc in Q4 2014 and held it in 2 quarters.
  • CAZ Investments's People's United Financial Inc position peaked at $532K in Q1 2015.
  • 409 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2015.

Based on CAZ Investments's 13F filing for Q2 2015, filed 28 Jul 2015.