EWM
PBCT

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

Evercore 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
2018
Q1 		– Sell
-900
Closed -$17K – 850
2017
Q4 		$17K Hold
900
– – ﹤0.01% 754
2017
Q3 		$16K Hold
900
– – ﹤0.01% 744
2017
Q2 		$16K Buy
+900
New +$15.6K ﹤0.01% 752
2016
Q1 		– Sell
-550
Closed -$9K – 1029
2015
Q4 		$9K Buy
+550
New +$8.95K ﹤0.01% 870
2015
Q3 		– Sell
-730
Closed -$12K – 1073
2015
Q2 		$12K Buy
+730
New +$11.3K ﹤0.01% 878

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

Evercore Wealth Management's PBCT Position: Q1 2018 in Review

Evercore Wealth Management sold out of People's United Financial Inc (PBCT) in Q1 2018, closing a stake of 900 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in PBCT in Q2 2015 and held it in 5 quarters. The position peaked at $17K in Q4 2017. 464 funds tracked by Wall St. Rank hold PBCT as of Q1 2018.

  • Evercore Wealth Management reported no remaining People's United Financial Inc position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 900 People's United Financial Inc shares in Q1 2018, an estimated $17K.
  • Evercore Wealth Management first reported a position in People's United Financial Inc in Q2 2015 and held it in 5 quarters.
  • Evercore Wealth Management's People's United Financial Inc position peaked at $17K in Q4 2017.
  • 464 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.