PSUF
CODI icon

People's United Financial’s Compass Diversified CODI Stock Holding History

People's United Financial’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,320
Closed -$23K – 604
2017
Q2 		$23K Buy
+1,320
New +$22K ﹤0.01% 814
2015
Q4 		– Sell
-1,400
Closed -$23K – 880
2015
Q3 		$23K Buy
+1,400
New +$23.2K ﹤0.01% 634

Other funds holding CODI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

People's United Financial's CODI Position: Q3 2017 in Review

People's United Financial sold out of Compass Diversified (CODI) in Q3 2017, closing a stake of 1,320 shares — an estimated $23K sold.

People's United Financial first reported a position in CODI in Q3 2015 and held it in 2 quarters. The position peaked at $23K in Q2 2017. 103 funds tracked by Wall St. Rank hold CODI as of Q3 2017.

  • People's United Financial reported no remaining Compass Diversified position as of Q3 2017 after selling out during the quarter.
  • People's United Financial sold 1,320 Compass Diversified shares in Q3 2017, an estimated $23K.
  • People's United Financial first reported a position in Compass Diversified in Q3 2015 and held it in 2 quarters.
  • People's United Financial's Compass Diversified position peaked at $23K in Q2 2017.
  • 103 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.