KA
PBCT

Kaizen Advisory’s People's United Financial Inc PBCT Stock Holding History

Kaizen Advisory’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
2018
Q4 		$680K Sell
47,107
-8,636
-15% -$137K 0.47% 62
2018
Q3 		$955K Sell
55,743
-1,465
-3% -$26.8K 0.5% 87
2018
Q2 		$1.03M Buy
57,208
+42,784
+297% +$796K 0.53% 81
2018
Q1 		$269K Buy
14,424
+14,085
+4,155% +$274K 0.27% 70
2017
Q4 		$6K Buy
+339
New +$6.28K ﹤0.01% 549

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's PBCT Position: Q4 2018 in Review

Kaizen Advisory reduced its People's United Financial Inc (PBCT) stake by 15% in Q4 2018, selling an estimated $137K and leaving 47,107 shares worth $680K. The position accounts for 0.47% of the portfolio, ranked #62.

Kaizen Advisory first reported a position in PBCT in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.03M in Q2 2018. 505 funds tracked by Wall St. Rank hold PBCT as of Q4 2018.

  • Kaizen Advisory held 47,107 shares of People's United Financial Inc worth $680K as of Q4 2018.
  • Kaizen Advisory sold 8,636 People's United Financial Inc shares in Q4 2018, an estimated $137K.
  • People's United Financial Inc made up 0.47% of Kaizen Advisory's portfolio in Q4 2018, its #62 holding.
  • Kaizen Advisory first reported a position in People's United Financial Inc in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's People's United Financial Inc position peaked at $1.03M in Q2 2018.
  • 505 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.