EDRH
PBCT

Edmond de Rothschild Holding’s People's United Financial Inc PBCT Stock Holding History

Edmond de Rothschild Holding’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
Q4 		– Sell
-6,150
Closed -$105K – 753
2018
Q3 		$105K Sell
6,150
-3,305
-35% -$60.5K ﹤0.01% 536
2018
Q2 		$171K Sell
9,455
-508
-5% -$9.45K ﹤0.01% 499
2018
Q1 		$186K Buy
+9,963
New +$194K 0.01% 486

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edmond de Rothschild Holding's PBCT Position: Q4 2018 in Review

Edmond de Rothschild Holding sold out of People's United Financial Inc (PBCT) in Q4 2018, closing a stake of 6,150 shares — an estimated $105K sold.

Edmond de Rothschild Holding first reported a position in PBCT in Q1 2018 and held it in 3 quarters. The position peaked at $186K in Q1 2018. 505 funds tracked by Wall St. Rank hold PBCT as of Q4 2018.

  • Edmond de Rothschild Holding reported no remaining People's United Financial Inc position as of Q4 2018 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 6,150 People's United Financial Inc shares in Q4 2018, an estimated $105K.
  • Edmond de Rothschild Holding first reported a position in People's United Financial Inc in Q1 2018 and held it in 3 quarters.
  • Edmond de Rothschild Holding's People's United Financial Inc position peaked at $186K in Q1 2018.
  • 505 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2018, filed 14 Feb 2019.