People's United Financial’s BlackRock Energy and Resources Trust BGR Stock Holding History

People's United Financial’s Portfolio BGR Stock Details BGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-369	Closed	-$5K	–	865
2015 Q4	$5K	Hold	369	–	–	﹤0.01%	772
2015 Q3	$5K	Hold	369	–	–	﹤0.01%	757
2015 Q2	$7K	Hold	369	–	–	﹤0.01%	715
2015 Q1	$8K	Hold	369	–	–	﹤0.01%	702
2014 Q4	$7K	Hold	369	–	–	﹤0.01%	714
2014 Q3	$9K	Hold	369	–	–	﹤0.01%	697
2014 Q2	$10K	Hold	369	–	–	﹤0.01%	702
2014 Q1	$9K	Hold	369	–	–	﹤0.01%	680
2013 Q4	$9K	Hold	369	–	–	﹤0.01%	674
2013 Q3	$10K	Hold	369	–	–	﹤0.01%	664
2013 Q2	$9K	Buy	+369	New	+$9.44K	﹤0.01%	641

Other funds holding BGR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

People's United Financial's BGR Position: Q1 2016 in Review

People's United Financial sold out of BlackRock Energy and Resources Trust (BGR) in Q1 2016, closing a stake of 369 shares — an estimated $5K sold.

People's United Financial first reported a position in BGR in Q2 2013 and held it in 11 quarters. The position peaked at $10K in Q2 2014. 62 funds tracked by Wall St. Rank hold BGR as of Q1 2016.

People's United Financial reported no remaining BlackRock Energy and Resources Trust position as of Q1 2016 after selling out during the quarter.
People's United Financial sold 369 BlackRock Energy and Resources Trust shares in Q1 2016, an estimated $5K.
People's United Financial first reported a position in BlackRock Energy and Resources Trust in Q2 2013 and held it in 11 quarters.
People's United Financial's BlackRock Energy and Resources Trust position peaked at $10K in Q2 2014.
62 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q1 2016.

Based on People's United Financial's 13F filing for Q1 2016, filed 11 May 2016.