LJAC
PBCT

L.J. Altfest & Co’s People's United Financial Inc PBCT Stock Holding History

L.J. Altfest & 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
-13,300
Closed -$257K – 154
2016
Q4 		$257K Buy
13,300
+58
+0.4% +$1.02K 0.13% 123
2016
Q3 		$209K Buy
13,242
+67
+0.5% +$1.04K 0.14% 117
2016
Q2 		$193K Buy
13,175
+1,116
+9% +$17.3K 0.13% 117
2016
Q1 		$192K Sell
12,059
-1,346
-10% -$20.2K 0.2% 81
2015
Q4 		$216K Sell
13,405
-237
-2% -$3.86K 0.21% 92
2015
Q3 		$215K Buy
13,642
+97
+0.7% +$1.54K 0.21% 89
2015
Q2 		$220K Buy
+13,545
New +$210K 0.2% 87

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

L.J. Altfest & Co's PBCT Position: Q1 2017 in Review

L.J. Altfest & Co sold out of People's United Financial Inc (PBCT) in Q1 2017, closing a stake of 13,300 shares — an estimated $257K sold.

L.J. Altfest & Co first reported a position in PBCT in Q2 2015 and held it in 7 quarters. The position peaked at $257K in Q4 2016. 420 funds tracked by Wall St. Rank hold PBCT as of Q1 2017.

  • L.J. Altfest & Co reported no remaining People's United Financial Inc position as of Q1 2017 after selling out during the quarter.
  • L.J. Altfest & Co sold 13,300 People's United Financial Inc shares in Q1 2017, an estimated $257K.
  • L.J. Altfest & Co first reported a position in People's United Financial Inc in Q2 2015 and held it in 7 quarters.
  • L.J. Altfest & Co's People's United Financial Inc position peaked at $257K in Q4 2016.
  • 420 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2017.

Based on L.J. Altfest & Co's 13F filing for Q1 2017, filed 3 May 2017.