Integrated Wealth Management (Palm Desert)’s People's United Financial Inc PBCT Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-434	Closed	-$7K	–	1107
2016 Q3	$7K	Hold	434	–	–	﹤0.01%	846
2016 Q2	$6K	Sell	434 -84	-16%	-$1.3K	﹤0.01%	889
2016 Q1	$8K	Hold	518	–	–	﹤0.01%	771
2015 Q4	$8K	Hold	518	–	–	﹤0.01%	839
2015 Q3	$8K	Hold	518	–	–	﹤0.01%	833
2015 Q2	$8K	Hold	518	–	–	﹤0.01%	855
2015 Q1	$7K	Buy	+518	New	+$7.68K	﹤0.01%	860

Other funds holding PBCT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PBCT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of People's United Financial Inc (PBCT) in Q4 2016, closing a stake of 434 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PBCT in Q1 2015 and held it in 7 quarters. The position peaked at $8K in Q1 2016. 430 funds tracked by Wall St. Rank hold PBCT as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining People's United Financial Inc position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 434 People's United Financial Inc shares in Q4 2016, an estimated $7K.
Integrated Wealth Management (Palm Desert) first reported a position in People's United Financial Inc in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s People's United Financial Inc position peaked at $8K in Q1 2016.
430 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.