PSUF
DCA

People's United Financial’s Virtus Total Return Fund DCA Stock Holding History

People's United Financial’s Portfolio DCA Stock Details DCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,000
Closed -$16K – 830
2013
Q3 		$16K Buy
+4,000
New +$15.6K ﹤0.01% 636

Other funds holding DCA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

People's United Financial's DCA Position: Q4 2013 in Review

People's United Financial sold out of Virtus Total Return Fund (DCA) in Q4 2013, closing a stake of 4,000 shares — an estimated $16K sold.

People's United Financial first reported a position in DCA in Q3 2013 and held it in 1 quarter. The position peaked at $16K in Q3 2013. 37 funds tracked by Wall St. Rank hold DCA as of Q4 2013.

  • People's United Financial reported no remaining Virtus Total Return Fund position as of Q4 2013 after selling out during the quarter.
  • People's United Financial sold 4,000 Virtus Total Return Fund shares in Q4 2013, an estimated $16K.
  • People's United Financial first reported a position in Virtus Total Return Fund in Q3 2013 and held it in 1 quarter.
  • People's United Financial's Virtus Total Return Fund position peaked at $16K in Q3 2013.
  • 37 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q4 2013.

Based on People's United Financial's 13F filing for Q4 2013, filed 14 Feb 2014.