FAM
PBCT

Formidable Asset Management’s People's United Financial Inc PBCT Stock Holding History

Formidable Asset 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
2015
Q3 		– Sell
-55
Closed -$1K – 647
2015
Q2 		$1K Hold
55
– – ﹤0.01% 508
2015
Q1 		$1K Hold
55
– – ﹤0.01% 501
2014
Q4 		$1K Hold
55
– – ﹤0.01% 469
2014
Q3 		$1K Buy
+55
New +$816 ﹤0.01% 463

Other funds holding PBCT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Formidable Asset Management's PBCT Position: Q3 2015 in Review

Formidable Asset Management sold out of People's United Financial Inc (PBCT) in Q3 2015, closing a stake of 55 shares — an estimated $1K sold.

Formidable Asset Management first reported a position in PBCT in Q3 2014 and held it in 4 quarters. The position peaked at $1K in Q2 2015. 395 funds tracked by Wall St. Rank hold PBCT as of Q3 2015.

  • Formidable Asset Management reported no remaining People's United Financial Inc position as of Q3 2015 after selling out during the quarter.
  • Formidable Asset Management sold 55 People's United Financial Inc shares in Q3 2015, an estimated $1K.
  • Formidable Asset Management first reported a position in People's United Financial Inc in Q3 2014 and held it in 4 quarters.
  • Formidable Asset Management's People's United Financial Inc position peaked at $1K in Q2 2015.
  • 395 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2015.

Based on Formidable Asset Management's 13F filing for Q3 2015, filed 12 Nov 2015.