LOM
PBCT

Loeb Offshore Management’s People's United Financial Inc PBCT Stock Holding History

Loeb Offshore Management’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
2013
Q3 		– Sell
-16,700
Closed -$249K – 253
2013
Q2 		$249K Buy
+16,700
New +$228K 0.13% 110

Other funds holding PBCT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Loeb Offshore Management's PBCT Position: Q3 2013 in Review

Loeb Offshore Management sold out of People's United Financial Inc (PBCT) in Q3 2013, closing a stake of 16,700 shares — an estimated $249K sold.

Loeb Offshore Management first reported a position in PBCT in Q2 2013 and held it in 1 quarter. The position peaked at $249K in Q2 2013. 396 funds tracked by Wall St. Rank hold PBCT as of Q3 2013.

  • Loeb Offshore Management reported no remaining People's United Financial Inc position as of Q3 2013 after selling out during the quarter.
  • Loeb Offshore Management sold 16,700 People's United Financial Inc shares in Q3 2013, an estimated $249K.
  • Loeb Offshore Management first reported a position in People's United Financial Inc in Q2 2013 and held it in 1 quarter.
  • Loeb Offshore Management's People's United Financial Inc position peaked at $249K in Q2 2013.
  • 396 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2013.

Based on Loeb Offshore Management's 13F filing for Q3 2013, filed 14 Nov 2013.