IC
PBCT

IKOS CIF’s People's United Financial Inc PBCT Stock Holding History

IKOS CIF’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
Q2 		– Sell
-1,213
Closed -$17K – 306
2015
Q1 		$17K Buy
+1,213
New +$18K 0.04% 216
2014
Q4 		– Sell
-9,565
Closed -$139K – 333
2014
Q3 		$139K Buy
+9,565
New +$142K 0.2% 169
2014
Q2 		– Sell
-10,134
Closed -$150K – 294
2014
Q1 		$150K Buy
10,134
+8,664
+589% +$126K 0.23% 127
2013
Q4 		$21K Buy
+1,470
New +$21.6K 0.05% 201

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IKOS CIF's PBCT Position: Q2 2015 in Review

IKOS CIF sold out of People's United Financial Inc (PBCT) in Q2 2015, closing a stake of 1,213 shares — an estimated $17K sold.

IKOS CIF first reported a position in PBCT in Q4 2013 and held it in 4 quarters. The position peaked at $150K in Q1 2014. 409 funds tracked by Wall St. Rank hold PBCT as of Q2 2015.

  • IKOS CIF reported no remaining People's United Financial Inc position as of Q2 2015 after selling out during the quarter.
  • IKOS CIF sold 1,213 People's United Financial Inc shares in Q2 2015, an estimated $17K.
  • IKOS CIF first reported a position in People's United Financial Inc in Q4 2013 and held it in 4 quarters.
  • IKOS CIF's People's United Financial Inc position peaked at $150K in Q1 2014.
  • 409 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2015.

Based on IKOS CIF's 13F filing for Q2 2015, filed 23 Jul 2015.