Moody Lynn & Lieberson’s People's United Financial Inc PBCT Stock Holding History

Moody Lynn & Lieberson’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 Q1	–	Sell	-25,744	Closed	-$416K	–	195
2015 Q4	$416K	Buy	25,744 +362	+1%	+$5.89K	0.07%	132
2015 Q3	$399K	Buy	25,382 +4,394	+21%	+$69.8K	0.08%	127
2015 Q2	$340K	Buy	20,988 +841	+4%	+$13.1K	0.05%	152
2015 Q1	$306K	Buy	20,147 +318	+2%	+$4.71K	0.05%	154
2014 Q4	$301K	Sell	19,829 -736	-4%	-$10.8K	0.04%	166
2014 Q3	$298K	Hold	20,565	–	–	0.04%	150
2014 Q2	$312K	Sell	20,565 -492	-2%	-$7.19K	0.04%	154
2014 Q1	$313K	Sell	21,057 -216	-1%	-$3.14K	0.05%	154
2013 Q4	$322K	Buy	21,273 +1,018	+5%	+$15K	0.04%	157
2013 Q3	$291K	Buy	20,255 +907	+5%	+$13.4K	0.05%	146
2013 Q2	$288K	Buy	+19,348	New	+$264K	0.05%	127

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Moody Lynn & Lieberson's PBCT Position: Q1 2016 in Review

Moody Lynn & Lieberson sold out of People's United Financial Inc (PBCT) in Q1 2016, closing a stake of 25,744 shares — an estimated $416K sold.

Moody Lynn & Lieberson first reported a position in PBCT in Q2 2013 and held it in 11 quarters. The position peaked at $416K in Q4 2015. 398 funds tracked by Wall St. Rank hold PBCT as of Q1 2016.

Moody Lynn & Lieberson reported no remaining People's United Financial Inc position as of Q1 2016 after selling out during the quarter.
Moody Lynn & Lieberson sold 25,744 People's United Financial Inc shares in Q1 2016, an estimated $416K.
Moody Lynn & Lieberson first reported a position in People's United Financial Inc in Q2 2013 and held it in 11 quarters.
Moody Lynn & Lieberson's People's United Financial Inc position peaked at $416K in Q4 2015.
398 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2016.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2016, filed 2 May 2016.