DLCIG
PBCT

D.L. Carlson Investment Group’s People's United Financial Inc PBCT Stock Holding History

D.L. Carlson Investment Group’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
2013
Q3 		– Sell
-9,772
Closed -$146K – 128
2013
Q2 		$146K Buy
+9,772
New +$133K 0.06% 115

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Barrow, Hanley, Mewhinney & Strauss
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
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ClearBridge Investments
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D.L. Carlson Investment Group's PBCT Position: Q3 2013 in Review

D.L. Carlson Investment Group sold out of People's United Financial Inc (PBCT) in Q3 2013, closing a stake of 9,772 shares — an estimated $146K sold.

D.L. Carlson Investment Group first reported a position in PBCT in Q2 2013 and held it in 1 quarter. The position peaked at $146K in Q2 2013. 396 funds tracked by Wall St. Rank hold PBCT as of Q3 2013.

  • D.L. Carlson Investment Group reported no remaining People's United Financial Inc position as of Q3 2013 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 9,772 People's United Financial Inc shares in Q3 2013, an estimated $146K.
  • D.L. Carlson Investment Group first reported a position in People's United Financial Inc in Q2 2013 and held it in 1 quarter.
  • D.L. Carlson Investment Group's People's United Financial Inc position peaked at $146K in Q2 2013.
  • 396 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2013.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2013, filed 12 Nov 2013.