JWA
PBCT

JFS Wealth Advisors’s People's United Financial Inc PBCT Stock Holding History

JFS Wealth Advisors’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
Q3 		– Sell
-863
Closed -$14K – 587
2015
Q2 		$14K Hold
863
– – 0.01% 328
2015
Q1 		$13K Sell
863
-12
-1% -$178 0.01% 334
2014
Q4 		$13K Hold
875
– – ﹤0.01% 346
2014
Q3 		$13K Hold
875
– – ﹤0.01% 313
2014
Q2 		$13K Buy
+875
New +$12.8K ﹤0.01% 309

Other funds holding PBCT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JFS Wealth Advisors's PBCT Position: Q3 2015 in Review

JFS Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q3 2015, closing a stake of 863 shares — an estimated $14K sold.

JFS Wealth Advisors first reported a position in PBCT in Q2 2014 and held it in 5 quarters. The position peaked at $14K in Q2 2015. 395 funds tracked by Wall St. Rank hold PBCT as of Q3 2015.

  • JFS Wealth Advisors reported no remaining People's United Financial Inc position as of Q3 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 863 People's United Financial Inc shares in Q3 2015, an estimated $14K.
  • JFS Wealth Advisors first reported a position in People's United Financial Inc in Q2 2014 and held it in 5 quarters.
  • JFS Wealth Advisors's People's United Financial Inc position peaked at $14K in Q2 2015.
  • 395 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.