Joel Isaacson & Co’s People's United Financial Inc PBCT Stock Holding History

Joel Isaacson & 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
2017 Q1	–	Sell	-833	Closed	-$16K	–	573
2016 Q4	$16K	Hold	833	–	–	﹤0.01%	454
2016 Q3	$13K	Hold	833	–	–	﹤0.01%	518
2016 Q2	$12K	Hold	833	–	–	﹤0.01%	527
2016 Q1	$13K	Hold	833	–	–	﹤0.01%	549
2015 Q4	$13K	Hold	833	–	–	﹤0.01%	522
2015 Q3	$13K	Hold	833	–	–	﹤0.01%	544
2015 Q2	$14K	Hold	833	–	–	﹤0.01%	553
2015 Q1	$13K	Hold	833	–	–	﹤0.01%	545
2014 Q4	$13K	Hold	833	–	–	﹤0.01%	483
2014 Q3	$12K	Hold	833	–	–	﹤0.01%	472
2014 Q2	$13K	Hold	833	–	–	﹤0.01%	457
2014 Q1	$12K	Hold	833	–	–	﹤0.01%	460
2013 Q4	$13K	Hold	833	–	–	﹤0.01%	413
2013 Q3	$12K	Buy	+833	New	+$12.4K	﹤0.01%	393

Other funds holding PBCT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Joel Isaacson & Co's PBCT Position: Q1 2017 in Review

Joel Isaacson & Co sold out of People's United Financial Inc (PBCT) in Q1 2017, closing a stake of 833 shares — an estimated $16K sold.

Joel Isaacson & Co first reported a position in PBCT in Q3 2013 and held it in 14 quarters. The position peaked at $16K in Q4 2016. 420 funds tracked by Wall St. Rank hold PBCT as of Q1 2017.

Joel Isaacson & Co reported no remaining People's United Financial Inc position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 833 People's United Financial Inc shares in Q1 2017, an estimated $16K.
Joel Isaacson & Co first reported a position in People's United Financial Inc in Q3 2013 and held it in 14 quarters.
Joel Isaacson & Co's People's United Financial Inc position peaked at $16K in Q4 2016.
420 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.