OFI Advisors’s People's United Financial Inc PBCT Stock Holding History

OFI Advisors’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
2015 Q3	$318K	Sell	20,209 -2,643	-12%	-$42K	0.02%	962
2015 Q2	$370K	Buy	22,852 +13,711	+150%	+$213K	0.02%	934
2015 Q1	$139K	Sell	9,141 -12,240	-57%	-$181K	0.01%	1398
2014 Q4	$325K	Buy	21,381 +6,575	+44%	+$96.3K	0.02%	958
2014 Q3	$214K	Buy	14,806 +1,143	+8%	+$17K	0.02%	1102
2014 Q2	$207K	Buy	13,663 +2,158	+19%	+$31.5K	0.01%	1139
2014 Q1	$171K	Buy	11,505 +1,688	+17%	+$24.6K	0.01%	1177
2013 Q4	$148K	Buy	9,817 +2,055	+26%	+$30.2K	0.01%	1242
2013 Q3	$112K	Buy	7,762 +64	+0.8%	+$949	0.01%	1278
2013 Q2	$115K	Buy	+7,698	New	+$105K	0.01%	1196

Other funds holding PBCT

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

EIP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OFI Advisors's PBCT Position: Q3 2015 in Review

OFI Advisors reduced its People's United Financial Inc (PBCT) stake by 12% in Q3 2015, selling an estimated $42K and leaving 20,209 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #962.

OFI Advisors first reported a position in PBCT in Q2 2013 and has held it in 10 quarters since. The position peaked at $370K in Q2 2015. 395 funds tracked by Wall St. Rank hold PBCT as of Q3 2015.

OFI Advisors held 20,209 shares of People's United Financial Inc worth $318K as of Q3 2015.
OFI Advisors sold 2,643 People's United Financial Inc shares in Q3 2015, an estimated $42K.
People's United Financial Inc made up 0.02% of OFI Advisors's portfolio in Q3 2015, its #962 holding.
OFI Advisors first reported a position in People's United Financial Inc in Q2 2013 and has held it in 10 quarters since.
OFI Advisors's People's United Financial Inc position peaked at $370K in Q2 2015.
395 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.