Morningstar Investment Services’s People's United Financial Inc PBCT Stock Holding History

Morningstar Investment Services’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 Q4	–	Sell	-11,812	Closed	-$187K	–	220
2016 Q3	$187K	Hold	11,812	–	–	0.01%	214
2016 Q2	$173K	Hold	11,812	–	–	0.01%	207
2016 Q1	$188K	Hold	11,812	–	–	0.01%	209
2015 Q4	$191K	Hold	11,812	–	–	0.01%	202
2015 Q3	$186K	Hold	11,812	–	–	0.01%	203
2015 Q2	$191K	Hold	11,812	–	–	0.01%	206
2015 Q1	$180K	Hold	11,812	–	–	0.01%	204
2014 Q4	$179K	Hold	11,812	–	–	0.01%	212
2014 Q3	$171K	Sell	11,812 -1	-0%	-$15	0.01%	209
2014 Q2	$179K	Hold	11,813	–	–	0.01%	200
2014 Q1	$176K	Sell	11,813 -2,001	-14%	-$29.1K	0.01%	192
2013 Q4	$209K	Sell	13,814 -572,087	-98%	-$8.41M	0.02%	196
2013 Q3	$8.54M	Buy	585,901 +81,226	+16%	+$1.2M	0.75%	40
2013 Q2	$7.52M	Buy	+504,675	New	+$6.88M	0.78%	36

Other funds holding PBCT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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

EIP

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

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

Morningstar Investment Services's PBCT Position: Q4 2016 in Review

Morningstar Investment Services sold out of People's United Financial Inc (PBCT) in Q4 2016, closing a stake of 11,812 shares — an estimated $187K sold.

Morningstar Investment Services first reported a position in PBCT in Q2 2013 and held it in 14 quarters. The position peaked at $8.54M in Q3 2013. 430 funds tracked by Wall St. Rank hold PBCT as of Q4 2016.

Morningstar Investment Services reported no remaining People's United Financial Inc position as of Q4 2016 after selling out during the quarter.
Morningstar Investment Services sold 11,812 People's United Financial Inc shares in Q4 2016, an estimated $187K.
Morningstar Investment Services first reported a position in People's United Financial Inc in Q2 2013 and held it in 14 quarters.
Morningstar Investment Services's People's United Financial Inc position peaked at $8.54M in Q3 2013.
430 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2016.

Based on Morningstar Investment Services's 13F filing for Q4 2016, filed 7 Feb 2017.