EWM
PBCT

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

Edge 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
2016
Q3 		– Sell
-32
Closed – – 524
2016
Q2 		$0 Hold
32
– – ﹤0.01% 494
2016
Q1 		$1K Buy
32
+1
+3% +$15 ﹤0.01% 436
2015
Q4 		$1K Hold
31
– – ﹤0.01% 449
2015
Q3 		$1K Hold
31
– – ﹤0.01% 451
2015
Q2 		$0 Buy
31
+1
+3% +$16 ﹤0.01% 460
2015
Q1 		$1K Buy
+30
New +$445 ﹤0.01% 436

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Wealth Management's PBCT Position: Q3 2016 in Review

Edge Wealth Management sold out of People's United Financial Inc (PBCT) in Q3 2016, closing a stake of 32 shares.

Edge Wealth Management first reported a position in PBCT in Q1 2015 and held it in 6 quarters. The position peaked at $1K in Q1 2016. 391 funds tracked by Wall St. Rank hold PBCT as of Q3 2016.

  • Edge Wealth Management reported no remaining People's United Financial Inc position as of Q3 2016 after selling out during the quarter.
  • Edge Wealth Management sold 32 People's United Financial Inc shares in Q3 2016.
  • Edge Wealth Management first reported a position in People's United Financial Inc in Q1 2015 and held it in 6 quarters.
  • Edge Wealth Management's People's United Financial Inc position peaked at $1K in Q1 2016.
  • 391 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2016.

Based on Edge Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.