Chase Investment Counsel’s People's United Financial Inc PBCT Stock Holding History

Chase Investment Counsel’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
2016 Q4	–	Sell	-19,350	Closed	-$306K	–	125
2016 Q3	$306K	Hold	19,350	–	–	0.14%	96
2016 Q2	$283K	Buy	19,350 +1,375	+8%	+$21.3K	0.13%	88
2016 Q1	$286K	Hold	17,975	–	–	0.12%	86
2015 Q4	$290K	Hold	17,975	–	–	0.12%	75
2015 Q3	$282K	Buy	17,975 +400	+2%	+$6.35K	0.11%	79
2015 Q2	$284K	Hold	17,575	–	–	0.1%	82
2015 Q1	$267K	Hold	17,575	–	–	0.09%	89
2014 Q4	$266K	Buy	17,575 +2,305	+15%	+$33.7K	0.09%	90
2014 Q3	$220K	Hold	15,270	–	–	0.08%	99
2014 Q2	$231K	Hold	15,270	–	–	0.08%	97
2014 Q1	$227K	Hold	15,270	–	–	0.08%	95
2013 Q4	$230K	Buy	15,270 +800	+6%	+$11.8K	0.07%	102
2013 Q3	$208K	Hold	14,470	–	–	0.05%	95
2013 Q2	$215K	Buy	+14,470	New	+$197K	0.06%	94

Other funds holding PBCT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chase Investment Counsel's PBCT Position: Q4 2016 in Review

Chase Investment Counsel sold out of People's United Financial Inc (PBCT) in Q4 2016, closing a stake of 19,350 shares — an estimated $306K sold.

Chase Investment Counsel first reported a position in PBCT in Q2 2013 and held it in 14 quarters. The position peaked at $306K in Q3 2016. 430 funds tracked by Wall St. Rank hold PBCT as of Q4 2016.

Chase Investment Counsel reported no remaining People's United Financial Inc position as of Q4 2016 after selling out during the quarter.
Chase Investment Counsel sold 19,350 People's United Financial Inc shares in Q4 2016, an estimated $306K.
Chase Investment Counsel first reported a position in People's United Financial Inc in Q2 2013 and held it in 14 quarters.
Chase Investment Counsel's People's United Financial Inc position peaked at $306K in Q3 2016.
430 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2016.

Based on Chase Investment Counsel's 13F filing for Q4 2016, filed 7 Feb 2017.