Laffer Tengler Investments’s People's United Financial Inc PBCT Stock Holding History

Laffer Tengler Investments’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
2019 Q2	–	Sell	-117,262	Closed	-$1.93M	–	185
2019 Q1	$1.93M	Hold	117,262	–	–	0.52%	99
2018 Q4	$1.69M	Hold	117,262	–	–	0.5%	104
2018 Q3	$2.01M	Hold	117,262	–	–	0.5%	112
2018 Q2	$2.12M	Hold	117,262	–	–	0.54%	103
2018 Q1	$2.19M	Buy	117,262 +40,317	+52%	+$783K	0.54%	100
2017 Q4	$1.44M	Hold	76,945	–	–	0.36%	144
2017 Q3	$1.4M	Sell	76,945 -5,440	-7%	-$93.9K	0.37%	137
2017 Q2	$1.45M	Hold	82,385	–	–	0.37%	141
2017 Q1	$1.5M	Hold	82,385	–	–	0.39%	140
2016 Q4	$1.59M	Buy	+82,385	New	+$1.46M	0.43%	137
2016 Q2	–	Sell	-95,918	Closed	-$1.53M	–	280
2016 Q1	$1.53M	Buy	+95,918	New	+$1.44M	0.41%	114
2015 Q4	–	Hold	0	–	–	–	116
2015 Q3	–	Sell	-95,918	Closed	-$1.52M	–	118
2015 Q2	$1.55M	Sell	95,918 -39,852	-29%	-$619K	0.38%	140
2015 Q1	$2.06M	Buy	+135,770	New	+$2.01M	0.29%	129
2014 Q4	–	Sell	-135,770	Closed	-$1.99M	–	133
2014 Q3	$1.96M	Sell	135,770 -750	-0.5%	-$11.1K	0.29%	138
2014 Q2	$2.07M	Sell	136,520 -2,790	-2%	-$40.8K	0.32%	134
2014 Q1	$2.07M	Hold	139,310	–	–	0.33%	133
2013 Q4	$2.11M	Buy	+139,310	New	+$2.05M	0.35%	125
2013 Q3	–	Sell	-117,427	Closed	-$1.74M	–	138
2013 Q2	$1.75M	Buy	+117,427	New	+$1.6M	0.34%	111

Other funds holding PBCT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Laffer Tengler Investments's PBCT Position: Q2 2019 in Review

Laffer Tengler Investments sold out of People's United Financial Inc (PBCT) in Q2 2019, closing a stake of 117,262 shares — an estimated $1.93M sold.

Laffer Tengler Investments first reported a position in PBCT in Q2 2013 and held it in 18 quarters. The position peaked at $2.19M in Q1 2018. 494 funds tracked by Wall St. Rank hold PBCT as of Q2 2019.

Laffer Tengler Investments reported no remaining People's United Financial Inc position as of Q2 2019 after selling out during the quarter.
Laffer Tengler Investments sold 117,262 People's United Financial Inc shares in Q2 2019, an estimated $1.93M.
Laffer Tengler Investments first reported a position in People's United Financial Inc in Q2 2013 and held it in 18 quarters.
Laffer Tengler Investments's People's United Financial Inc position peaked at $2.19M in Q1 2018.
494 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2019.

Based on Laffer Tengler Investments's 13F filing for Q2 2019, filed 15 Aug 2019.