DSI
PBCT

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

Daiwa SB 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
2014
Q1 		– Sell
-4,320
Closed -$65K – 157
2013
Q4 		$65K Hold
4,320
– – 0.01% 118
2013
Q3 		$62K Sell
4,320
-14,410
-77% -$214K 0.01% 120
2013
Q2 		$279K Buy
+18,730
New +$255K 0.05% 91

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa SB Investments's PBCT Position: Q1 2014 in Review

Daiwa SB Investments sold out of People's United Financial Inc (PBCT) in Q1 2014, closing a stake of 4,320 shares — an estimated $65K sold.

Daiwa SB Investments first reported a position in PBCT in Q2 2013 and held it in 3 quarters. The position peaked at $279K in Q2 2013. 395 funds tracked by Wall St. Rank hold PBCT as of Q1 2014.

  • Daiwa SB Investments reported no remaining People's United Financial Inc position as of Q1 2014 after selling out during the quarter.
  • Daiwa SB Investments sold 4,320 People's United Financial Inc shares in Q1 2014, an estimated $65K.
  • Daiwa SB Investments first reported a position in People's United Financial Inc in Q2 2013 and held it in 3 quarters.
  • Daiwa SB Investments's People's United Financial Inc position peaked at $279K in Q2 2013.
  • 395 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2014.

Based on Daiwa SB Investments's 13F filing for Q1 2014, filed 30 Apr 2014.