People's United Financial’s Invesco CEF Income Composite ETF PCEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,231	Closed	-$53K	–	806
2017 Q2	$53K	Hold	2,231	–	–	﹤0.01%	729
2017 Q1	$52K	Sell	2,231 -250	-10%	-$5.75K	﹤0.01%	722
2016 Q4	$56K	Hold	2,481	–	–	﹤0.01%	698
2016 Q3	$57K	Hold	2,481	–	–	﹤0.01%	557
2016 Q2	$55K	Hold	2,481	–	–	﹤0.01%	554
2016 Q1	$54K	Hold	2,481	–	–	﹤0.01%	554
2015 Q4	$53K	Hold	2,481	–	–	﹤0.01%	570
2015 Q3	$52K	Hold	2,481	–	–	﹤0.01%	563
2015 Q2	$57K	Sell	2,481 -600	-19%	-$14.2K	﹤0.01%	550
2015 Q1	$73K	Hold	3,081	–	–	﹤0.01%	519
2014 Q4	$73K	Hold	3,081	–	–	﹤0.01%	516
2014 Q3	$75K	Sell	3,081 -75	-2%	-$1.87K	﹤0.01%	515
2014 Q2	$80K	Hold	3,156	–	–	﹤0.01%	517
2014 Q1	$78K	Hold	3,156	–	–	﹤0.01%	485
2013 Q4	$77K	Hold	3,156	–	–	﹤0.01%	483
2013 Q3	$76K	Hold	3,156	–	–	﹤0.01%	479
2013 Q2	$78K	Buy	+3,156	New	+$81.2K	0.01%	452

Other funds holding PCEF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

People's United Financial sold out of Invesco CEF Income Composite ETF (PCEF) in Q3 2017, closing a stake of 2,231 shares — an estimated $53K sold.

People's United Financial first reported a position in PCEF in Q2 2013 and held it in 17 quarters. The position peaked at $80K in Q2 2014. 71 funds tracked by Wall St. Rank hold PCEF as of Q3 2017.

People's United Financial reported no remaining Invesco CEF Income Composite ETF position as of Q3 2017 after selling out during the quarter.
People's United Financial sold 2,231 Invesco CEF Income Composite ETF shares in Q3 2017, an estimated $53K.
People's United Financial first reported a position in Invesco CEF Income Composite ETF in Q2 2013 and held it in 17 quarters.
People's United Financial's Invesco CEF Income Composite ETF position peaked at $80K in Q2 2014.
71 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q3 2017.

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