CWM
PBCT

Confluence Wealth Management’s People's United Financial Inc PBCT Stock Holding History

Confluence Wealth 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
2014
Q3 		– Sell
-15,517
Closed -$235K – 126
2014
Q2 		$235K Buy
+15,517
New +$227K 0.13% 124

Other funds holding PBCT

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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Confluence Wealth Management's PBCT Position: Q3 2014 in Review

Confluence Wealth Management sold out of People's United Financial Inc (PBCT) in Q3 2014, closing a stake of 15,517 shares — an estimated $235K sold.

Confluence Wealth Management first reported a position in PBCT in Q2 2014 and held it in 1 quarter. The position peaked at $235K in Q2 2014. 394 funds tracked by Wall St. Rank hold PBCT as of Q3 2014.

  • Confluence Wealth Management reported no remaining People's United Financial Inc position as of Q3 2014 after selling out during the quarter.
  • Confluence Wealth Management sold 15,517 People's United Financial Inc shares in Q3 2014, an estimated $235K.
  • Confluence Wealth Management first reported a position in People's United Financial Inc in Q2 2014 and held it in 1 quarter.
  • Confluence Wealth Management's People's United Financial Inc position peaked at $235K in Q2 2014.
  • 394 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2014.

Based on Confluence Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.