OC
PBCT

Oakworth Capital’s People's United Financial Inc PBCT Stock Holding History

Oakworth Capital’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
2014
Q4 		– Sell
-65
Closed -$1K – 567
2014
Q3 		$1K Hold
65
– – ﹤0.01% 435
2014
Q2 		$1K Hold
65
– – ﹤0.01% 435
2014
Q1 		$1K Hold
65
– – ﹤0.01% 431
2013
Q4 		$1K Buy
+65
New +$955 ﹤0.01% 419

Other funds holding PBCT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oakworth Capital's PBCT Position: Q4 2014 in Review

Oakworth Capital sold out of People's United Financial Inc (PBCT) in Q4 2014, closing a stake of 65 shares — an estimated $1K sold.

Oakworth Capital first reported a position in PBCT in Q4 2013 and held it in 4 quarters. The position peaked at $1K in Q3 2014. 414 funds tracked by Wall St. Rank hold PBCT as of Q4 2014.

  • Oakworth Capital reported no remaining People's United Financial Inc position as of Q4 2014 after selling out during the quarter.
  • Oakworth Capital sold 65 People's United Financial Inc shares in Q4 2014, an estimated $1K.
  • Oakworth Capital first reported a position in People's United Financial Inc in Q4 2013 and held it in 4 quarters.
  • Oakworth Capital's People's United Financial Inc position peaked at $1K in Q3 2014.
  • 414 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2014.

Based on Oakworth Capital's 13F filing for Q4 2014, filed 24 Feb 2015.