Mariner Wealth Advisors (Cincinnati)’s People's United Financial Inc PBCT Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2016 Q3	–	Sell	-11,850	Closed	-$174K	–	255
2016 Q2	$174K	Buy	+11,850	New	+$184K	0.02%	243
2016 Q1	–	Sell	-11,850	Closed	-$191K	–	255
2015 Q4	$191K	Buy	+11,850	New	+$193K	0.02%	236
2015 Q1	$180K	Sell	11,850 -375	-3%	-$5.56K	0.03%	177
2014 Q4	$186K	Hold	12,225	–	–	0.03%	174
2014 Q3	$177K	Hold	12,225	–	–	0.03%	157
2014 Q2	$185K	Sell	12,225 -240	-2%	-$3.51K	0.03%	145
2014 Q1	$185K	Sell	12,465 -450	-3%	-$6.55K	0.03%	136
2013 Q4	$195K	Sell	12,915 -1,625	-11%	-$23.9K	0.03%	142
2013 Q3	$209K	Sell	14,540 -4,835	-25%	-$71.7K	0.04%	118
2013 Q2	$289K	Buy	+19,375	New	+$264K	0.06%	104

Other funds holding PBCT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s PBCT Position: Q3 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of People's United Financial Inc (PBCT) in Q3 2016, closing a stake of 11,850 shares — an estimated $174K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in PBCT in Q2 2013 and held it in 10 quarters. The position peaked at $289K in Q2 2013. 391 funds tracked by Wall St. Rank hold PBCT as of Q3 2016.

Mariner Wealth Advisors (Cincinnati) reported no remaining People's United Financial Inc position as of Q3 2016 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 11,850 People's United Financial Inc shares in Q3 2016, an estimated $174K.
Mariner Wealth Advisors (Cincinnati) first reported a position in People's United Financial Inc in Q2 2013 and held it in 10 quarters.
Mariner Wealth Advisors (Cincinnati)'s People's United Financial Inc position peaked at $289K in Q2 2013.
391 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2016, filed 10 Nov 2016.