People's United Financial’s Donaldson DCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-10,608	Closed	-$380K	–	885
2015 Q2	$380K	Sell	10,608 -2,358	-18%	-$86K	0.02%	376
2015 Q1	$489K	Buy	12,966 +386	+3%	+$14.5K	0.02%	352
2014 Q4	$486K	Sell	12,580 -563	-4%	-$22.4K	0.02%	357
2014 Q3	$534K	Sell	13,143 -609	-4%	-$24.8K	0.03%	337
2014 Q2	$582K	Buy	13,752 +1,090	+9%	+$45.5K	0.03%	329
2014 Q1	$537K	Sell	12,662 -970	-7%	-$40.8K	0.03%	308
2013 Q4	$592K	Buy	13,632 +2,086	+18%	+$85K	0.03%	286
2013 Q3	$440K	Buy	11,546 +2,278	+25%	+$84.2K	0.03%	311
2013 Q2	$330K	Buy	+9,268	New	+$337K	0.02%	330

Other funds holding DCI

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

People's United Financial's DCI Position: Q3 2015 in Review

People's United Financial sold out of Donaldson (DCI) in Q3 2015, closing a stake of 10,608 shares — an estimated $380K sold.

People's United Financial first reported a position in DCI in Q2 2013 and held it in 9 quarters. The position peaked at $592K in Q4 2013. 291 funds tracked by Wall St. Rank hold DCI as of Q3 2015.

People's United Financial reported no remaining Donaldson position as of Q3 2015 after selling out during the quarter.
People's United Financial sold 10,608 Donaldson shares in Q3 2015, an estimated $380K.
People's United Financial first reported a position in Donaldson in Q2 2013 and held it in 9 quarters.
People's United Financial's Donaldson position peaked at $592K in Q4 2013.
291 funds tracked by Wall St. Rank held Donaldson as of Q3 2015.

Based on People's United Financial's 13F filing for Q3 2015, filed 13 Nov 2015.