CAM
PBCT

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

Congress 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
2018
Q1 		– Sell
-414,195
Closed -$7.75M – 398
2017
Q4 		$7.75M Buy
414,195
+2,185
+0.5% +$40.5K 0.11% 117
2017
Q3 		$7.47M Sell
412,010
-9,112
-2% -$157K 0.12% 121
2017
Q2 		$7.44M Buy
421,122
+249
+0.1% +$4.33K 0.13% 107
2017
Q1 		$7.66M Sell
420,873
-12,502
-3% -$236K 0.15% 101
2016
Q4 		$8.39M Sell
433,375
-9,169
-2% -$162K 0.18% 94
2016
Q3 		$7M Sell
442,544
-45,223
-9% -$702K 0.15% 106
2016
Q2 		$7.15M Sell
487,767
-64,699
-12% -$1M 0.17% 107
2016
Q1 		$8.8M Sell
552,466
-460
-0.1% -$6.9K 0.21% 93
2015
Q4 		$8.93M Buy
552,926
+6,337
+1% +$103K 0.22% 92
2015
Q3 		$8.6M Buy
546,589
+27,130
+5% +$431K 0.22% 94
2015
Q2 		$8.42M Buy
519,459
+36,377
+8% +$565K 0.24% 100
2015
Q1 		$7.34M Buy
483,082
+25,005
+5% +$371K 0.18% 104
2014
Q4 		$6.95M Buy
458,077
+51,713
+13% +$757K 0.18% 102
2014
Q3 		$5.88M Buy
406,364
+20,151
+5% +$299K 0.15% 114
2014
Q2 		$5.86M Sell
386,213
-103
-0% -$1.5K 0.15% 111
2014
Q1 		$5.75M Buy
386,316
+13,232
+4% +$193K 0.14% 107
2013
Q4 		$5.64M Buy
373,084
+10,319
+3% +$152K 0.15% 105
2013
Q3 		$5.22M Buy
362,765
+20,275
+6% +$301K 0.15% 106
2013
Q2 		$5.1M Buy
+342,490
New +$4.67M 0.15% 97

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Congress Asset Management's PBCT Position: Q1 2018 in Review

Congress Asset Management sold out of People's United Financial Inc (PBCT) in Q1 2018, closing a stake of 414,195 shares — an estimated $7.75M sold.

Congress Asset Management first reported a position in PBCT in Q2 2013 and held it in 19 quarters. The position peaked at $8.93M in Q4 2015. 464 funds tracked by Wall St. Rank hold PBCT as of Q1 2018.

  • Congress Asset Management reported no remaining People's United Financial Inc position as of Q1 2018 after selling out during the quarter.
  • Congress Asset Management sold 414,195 People's United Financial Inc shares in Q1 2018, an estimated $7.75M.
  • Congress Asset Management first reported a position in People's United Financial Inc in Q2 2013 and held it in 19 quarters.
  • Congress Asset Management's People's United Financial Inc position peaked at $8.93M in Q4 2015.
  • 464 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2018.

Based on Congress Asset Management's 13F filing for Q1 2018, filed 11 May 2018.