LFR
PBCT

Lehman Financial Resources’s People's United Financial Inc PBCT Stock Holding History

Lehman Financial Resources’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
Q2 		– Sell
-1,000
Closed -$15K – 452
2015
Q1 		$15K Hold
1,000
– – 0.01% 281
2014
Q4 		$15K Hold
1,000
– – 0.01% 265
2014
Q3 		$14K Hold
1,000
– – 0.01% 275
2014
Q2 		$15K Sell
1,000
-36
-3% -$526 0.01% 264
2014
Q1 		$15K Buy
1,036
+36
+4% +$524 0.01% 253
2013
Q4 		$15K Hold
1,000
– – 0.01% 247
2013
Q3 		$14K Buy
+1,000
New +$14.8K 0.01% 237

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman Financial Resources's PBCT Position: Q2 2015 in Review

Lehman Financial Resources sold out of People's United Financial Inc (PBCT) in Q2 2015, closing a stake of 1,000 shares — an estimated $15K sold.

Lehman Financial Resources first reported a position in PBCT in Q3 2013 and held it in 7 quarters. The position peaked at $15K in Q1 2015. 409 funds tracked by Wall St. Rank hold PBCT as of Q2 2015.

  • Lehman Financial Resources reported no remaining People's United Financial Inc position as of Q2 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 1,000 People's United Financial Inc shares in Q2 2015, an estimated $15K.
  • Lehman Financial Resources first reported a position in People's United Financial Inc in Q3 2013 and held it in 7 quarters.
  • Lehman Financial Resources's People's United Financial Inc position peaked at $15K in Q1 2015.
  • 409 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2015.

Based on Lehman Financial Resources's 13F filing for Q2 2015, filed 31 Jul 2015.