MFS
PBCT

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

MSI Financial 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 		$502K Sell
25,937
-1,538
-6% -$27.2K 0.02% 695
2016
Q3 		$435K Sell
27,475
-146
-0.5% -$2.27K 0.01% 725
2016
Q2 		$405K Buy
27,621
+3,339
+14% +$51.8K 0.01% 722
2016
Q1 		$387K Buy
24,282
+5,220
+27% +$78.3K 0.02% 697
2015
Q4 		$308K Buy
19,062
+9,013
+90% +$147K 0.01% 744
2015
Q3 		$158K Sell
10,049
-386
-4% -$6.13K 0.01% 730
2015
Q2 		$169K Buy
10,435
+3,612
+53% +$56.1K 0.01% 780
2015
Q1 		$104K Sell
6,823
-272
-4% -$4.03K 0.01% 992
2014
Q4 		$108K Buy
7,095
+222
+3% +$3.25K 0.01% 785
2014
Q3 		$99K Buy
6,873
+393
+6% +$5.83K 0.01% 836
2014
Q2 		$98K Buy
6,480
+693
+12% +$10.1K 0.01% 820
2014
Q1 		$86K Sell
5,787
-758
-12% -$11K 0.01% 814
2013
Q4 		$99K Hold
6,545
– – 0.02% 755
2013
Q3 		$94K Sell
6,545
-580
-8% -$8.6K 0.02% 667
2013
Q2 		$106K Buy
+7,125
New +$97.2K 0.02% 612

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MSI Financial Services's PBCT Position: Q4 2016 in Review

MSI Financial Services reduced its People's United Financial Inc (PBCT) stake by 5.6% in Q4 2016, selling an estimated $27.2K and leaving 25,937 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #695.

MSI Financial Services first reported a position in PBCT in Q2 2013 and has held it in 15 quarters since. 430 funds tracked by Wall St. Rank hold PBCT as of Q4 2016.

  • MSI Financial Services held 25,937 shares of People's United Financial Inc worth $502K as of Q4 2016.
  • MSI Financial Services sold 1,538 People's United Financial Inc shares in Q4 2016, an estimated $27.2K.
  • People's United Financial Inc made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #695 holding.
  • MSI Financial Services first reported a position in People's United Financial Inc in Q2 2013 and has held it in 15 quarters since.
  • 430 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.