KA
PBCT

Klingman & Associates’s People's United Financial Inc PBCT Stock Holding History

Klingman & Associates’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
Q4 		– Sell
-700
Closed -$11K – 434
2015
Q3 		$11K Buy
+700
New +$11.1K ﹤0.01% 301

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Klingman & Associates's PBCT Position: Q4 2015 in Review

Klingman & Associates sold out of People's United Financial Inc (PBCT) in Q4 2015, closing a stake of 700 shares — an estimated $11K sold.

Klingman & Associates first reported a position in PBCT in Q3 2015 and held it in 1 quarter. The position peaked at $11K in Q3 2015. 421 funds tracked by Wall St. Rank hold PBCT as of Q4 2015.

  • Klingman & Associates reported no remaining People's United Financial Inc position as of Q4 2015 after selling out during the quarter.
  • Klingman & Associates sold 700 People's United Financial Inc shares in Q4 2015, an estimated $11K.
  • Klingman & Associates first reported a position in People's United Financial Inc in Q3 2015 and held it in 1 quarter.
  • Klingman & Associates's People's United Financial Inc position peaked at $11K in Q3 2015.
  • 421 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2015.

Based on Klingman & Associates's 13F filing for Q4 2015, filed 9 Feb 2016.