OFG
PBCT

OTA Financial Group’s People's United Financial Inc PBCT Stock Holding History

OTA Financial Group’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
-13,332
Closed -$210K – 75
2016
Q3 		$210K Sell
13,332
-18,880
-59% -$293K 0.19% 46
2016
Q2 		$472K Buy
+32,212
New +$500K 0.36% 37

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

OTA Financial Group's PBCT Position: Q4 2016 in Review

OTA Financial Group sold out of People's United Financial Inc (PBCT) in Q4 2016, closing a stake of 13,332 shares — an estimated $210K sold.

OTA Financial Group first reported a position in PBCT in Q2 2016 and held it in 2 quarters. The position peaked at $472K in Q2 2016. 430 funds tracked by Wall St. Rank hold PBCT as of Q4 2016.

  • OTA Financial Group reported no remaining People's United Financial Inc position as of Q4 2016 after selling out during the quarter.
  • OTA Financial Group sold 13,332 People's United Financial Inc shares in Q4 2016, an estimated $210K.
  • OTA Financial Group first reported a position in People's United Financial Inc in Q2 2016 and held it in 2 quarters.
  • OTA Financial Group's People's United Financial Inc position peaked at $472K in Q2 2016.
  • 430 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2016.

Based on OTA Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.