HCM
PBCT

Herndon Capital Management’s People's United Financial Inc PBCT Stock Holding History

Herndon Capital 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
Q4 		– Sell
-29
Closed – – 573
2016
Q3 		$0 Hold
29
– – ﹤0.01% 619
2016
Q2 		$0 Buy
+29
New +$450 ﹤0.01% 627

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
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

Herndon Capital Management's PBCT Position: Q4 2016 in Review

Herndon Capital Management sold out of People's United Financial Inc (PBCT) in Q4 2016, closing a stake of 29 shares.

Herndon Capital Management first reported a position in PBCT in Q2 2016 and held it in 2 quarters. The position peaked at $0 in Q3 2016. 430 funds tracked by Wall St. Rank hold PBCT as of Q4 2016.

  • Herndon Capital Management reported no remaining People's United Financial Inc position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 29 People's United Financial Inc shares in Q4 2016.
  • Herndon Capital Management first reported a position in People's United Financial Inc in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's People's United Financial Inc position peaked at $0 in Q3 2016.
  • 430 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.