FWM
PBCT

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

Frontier 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
2015
Q1 		– Sell
-19,600
Closed -$298K – 327
2014
Q4 		$298K Buy
+19,600
New +$287K 0.06% 189

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
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
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

Frontier Wealth Management's PBCT Position: Q1 2015 in Review

Frontier Wealth Management sold out of People's United Financial Inc (PBCT) in Q1 2015, closing a stake of 19,600 shares — an estimated $298K sold.

Frontier Wealth Management first reported a position in PBCT in Q4 2014 and held it in 1 quarter. The position peaked at $298K in Q4 2014. 403 funds tracked by Wall St. Rank hold PBCT as of Q1 2015.

  • Frontier Wealth Management reported no remaining People's United Financial Inc position as of Q1 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 19,600 People's United Financial Inc shares in Q1 2015, an estimated $298K.
  • Frontier Wealth Management first reported a position in People's United Financial Inc in Q4 2014 and held it in 1 quarter.
  • Frontier Wealth Management's People's United Financial Inc position peaked at $298K in Q4 2014.
  • 403 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2015.

Based on Frontier Wealth Management's 13F filing for Q1 2015, filed 14 May 2015.