HCC
PBCT

Hirtle Callaghan & Co’s People's United Financial Inc PBCT Stock Holding History

Hirtle Callaghan & Co’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
2014
Q1 		– Sell
-2,000
Closed -$30K – 671
2013
Q4 		$30K Hold
2,000
– – ﹤0.01% 388
2013
Q3 		$29K Buy
+2,000
New +$29.7K ﹤0.01% 401

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hirtle Callaghan & Co's PBCT Position: Q1 2014 in Review

Hirtle Callaghan & Co sold out of People's United Financial Inc (PBCT) in Q1 2014, closing a stake of 2,000 shares — an estimated $30K sold.

Hirtle Callaghan & Co first reported a position in PBCT in Q3 2013 and held it in 2 quarters. The position peaked at $30K in Q4 2013. 395 funds tracked by Wall St. Rank hold PBCT as of Q1 2014.

  • Hirtle Callaghan & Co reported no remaining People's United Financial Inc position as of Q1 2014 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 2,000 People's United Financial Inc shares in Q1 2014, an estimated $30K.
  • Hirtle Callaghan & Co first reported a position in People's United Financial Inc in Q3 2013 and held it in 2 quarters.
  • Hirtle Callaghan & Co's People's United Financial Inc position peaked at $30K in Q4 2013.
  • 395 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2014, filed 2 May 2014.