MPM
PBCT

Meritage Portfolio Management’s People's United Financial Inc PBCT Stock Holding History

Meritage Portfolio 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
2018
Q4 		– Sell
-202,805
Closed -$3.47M – 208
2018
Q3 		$3.47M Sell
202,805
-2,205
-1% -$40.3K 0.32% 132
2018
Q2 		$3.71M Buy
+205,010
New +$3.81M 0.36% 125

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Meritage Portfolio Management's PBCT Position: Q4 2018 in Review

Meritage Portfolio Management sold out of People's United Financial Inc (PBCT) in Q4 2018, closing a stake of 202,805 shares — an estimated $3.47M sold.

Meritage Portfolio Management first reported a position in PBCT in Q2 2018 and held it in 2 quarters. The position peaked at $3.71M in Q2 2018. 505 funds tracked by Wall St. Rank hold PBCT as of Q4 2018.

  • Meritage Portfolio Management reported no remaining People's United Financial Inc position as of Q4 2018 after selling out during the quarter.
  • Meritage Portfolio Management sold 202,805 People's United Financial Inc shares in Q4 2018, an estimated $3.47M.
  • Meritage Portfolio Management first reported a position in People's United Financial Inc in Q2 2018 and held it in 2 quarters.
  • Meritage Portfolio Management's People's United Financial Inc position peaked at $3.71M in Q2 2018.
  • 505 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2018.

Based on Meritage Portfolio Management's 13F filing for Q4 2018, filed 25 Jan 2019.