KFA
PBCT

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

Kelleher Financial 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
2017
Q1 		– Sell
-57,281
Closed -$1.11M – 137
2016
Q4 		$1.11M Hold
57,281
– – 0.62% 48
2016
Q3 		$906K Hold
57,281
– – 0.51% 49
2016
Q2 		$839K Buy
57,281
+4,000
+8% +$62.1K 0.51% 49
2016
Q1 		$912K Sell
53,281
-5,200
-9% -$78K 0.5% 52
2015
Q4 		$944K Sell
58,481
-1,000
-2% -$16.3K 0.64% 45
2015
Q3 		$935K Sell
59,481
-1,500
-2% -$23.8K 0.62% 49
2015
Q2 		$988K Hold
60,981
– – 0.56% 52
2015
Q1 		$926K Buy
60,981
+3,363
+6% +$49.9K 0.51% 52
2014
Q4 		$874K Buy
57,618
+1,400
+2% +$20.5K 0.47% 52
2014
Q3 		$821K Buy
56,218
+1,400
+3% +$20.8K 0.45% 53
2014
Q2 		$832K Hold
54,818
– – 0.43% 51
2014
Q1 		$815K Buy
54,818
+8,450
+18% +$123K 0.44% 49
2013
Q4 		$701K Sell
46,368
-200
-0.4% -$2.94K 0.36% 51
2013
Q3 		$670K Buy
46,568
+500
+1% +$7.42K 0.38% 53
2013
Q2 		$686K Buy
+46,068
New +$628K 0.42% 51

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kelleher Financial Advisors's PBCT Position: Q1 2017 in Review

Kelleher Financial Advisors sold out of People's United Financial Inc (PBCT) in Q1 2017, closing a stake of 57,281 shares — an estimated $1.11M sold.

Kelleher Financial Advisors first reported a position in PBCT in Q2 2013 and held it in 15 quarters. The position peaked at $1.11M in Q4 2016. 420 funds tracked by Wall St. Rank hold PBCT as of Q1 2017.

  • Kelleher Financial Advisors reported no remaining People's United Financial Inc position as of Q1 2017 after selling out during the quarter.
  • Kelleher Financial Advisors sold 57,281 People's United Financial Inc shares in Q1 2017, an estimated $1.11M.
  • Kelleher Financial Advisors first reported a position in People's United Financial Inc in Q2 2013 and held it in 15 quarters.
  • Kelleher Financial Advisors's People's United Financial Inc position peaked at $1.11M in Q4 2016.
  • 420 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2017.

Based on Kelleher Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.