PSUF
FMY

People's United Financial’s First Trust Mortgage Income Fund FMY Stock Holding History

People's United Financial’s Portfolio FMY Stock Details FMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,800
Closed -$40K – 663
2017
Q2 		$40K Hold
2,800
– – ﹤0.01% 763
2017
Q1 		$39K Hold
2,800
– – ﹤0.01% 753
2016
Q4 		$39K Hold
2,800
– – ﹤0.01% 732
2016
Q3 		$40K Hold
2,800
– – ﹤0.01% 597
2016
Q2 		$40K Hold
2,800
– – ﹤0.01% 586
2016
Q1 		$40K Buy
+2,800
New +$40.1K ﹤0.01% 588

Other funds holding FMY

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

People's United Financial sold out of First Trust Mortgage Income Fund (FMY) in Q3 2017, closing a stake of 2,800 shares — an estimated $40K sold.

People's United Financial first reported a position in FMY in Q1 2016 and held it in 6 quarters. The position peaked at $40K in Q2 2017. 15 funds tracked by Wall St. Rank hold FMY as of Q3 2017.

  • People's United Financial reported no remaining First Trust Mortgage Income Fund position as of Q3 2017 after selling out during the quarter.
  • People's United Financial sold 2,800 First Trust Mortgage Income Fund shares in Q3 2017, an estimated $40K.
  • People's United Financial first reported a position in First Trust Mortgage Income Fund in Q1 2016 and held it in 6 quarters.
  • People's United Financial's First Trust Mortgage Income Fund position peaked at $40K in Q2 2017.
  • 15 funds tracked by Wall St. Rank held First Trust Mortgage Income Fund as of Q3 2017.

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