ParenteBeard Wealth Management’s People's United Financial Inc PBCT Stock Holding History

ParenteBeard Wealth Management’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	$32.6K	Buy	+494	New	+$7.23K	0.39%	30
2014 Q3	–	Sell	-31,550	Closed	-$479K	–	125
2014 Q2	$479K	Buy	31,550 +620	+2%	+$9.06K	0.21%	62
2014 Q1	$460K	Sell	30,930 -92,246	-75%	-$1.34M	0.23%	63
2013 Q4	$1.86M	Buy	123,176 +93,406	+314%	+$1.37M	0.73%	36
2013 Q3	$428K	Buy	+29,770	New	+$441K	0.21%	61

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ParenteBeard Wealth Management's PBCT Position: Q4 2014 in Review

ParenteBeard Wealth Management opened a new position in People's United Financial Inc (PBCT) in Q4 2014: 494 shares worth $32.6K. The stake represents 0.39% of the portfolio and ranks #30 among its holdings. This is a return to the name: ParenteBeard Wealth Management previously reported a position in PBCT as recently as Q2 2014.

ParenteBeard Wealth Management first reported a position in PBCT in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.86M in Q4 2013. 414 funds tracked by Wall St. Rank hold PBCT as of Q4 2014.

ParenteBeard Wealth Management held 494 shares of People's United Financial Inc worth $32.6K as of Q4 2014.
People's United Financial Inc was a new ParenteBeard Wealth Management position in Q4 2014.
People's United Financial Inc made up 0.39% of ParenteBeard Wealth Management's portfolio in Q4 2014, its #30 holding.
ParenteBeard Wealth Management first reported a position in People's United Financial Inc in Q3 2013 and has held it in 5 quarters since.
ParenteBeard Wealth Management's People's United Financial Inc position peaked at $1.86M in Q4 2013.
414 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.