PSUF
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People's United Financial’s PhenixFIN PFX Stock Holding History

People's United Financial’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-50
Closed -$7K – 905
2015
Q3 		$7K Buy
+50
New +$8.51K ﹤0.01% 737

Other funds holding PFX

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

People's United Financial's PFX Position: Q4 2015 in Review

People's United Financial sold out of PhenixFIN (PFX) in Q4 2015, closing a stake of 50 shares — an estimated $7K sold.

People's United Financial first reported a position in PFX in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 98 funds tracked by Wall St. Rank hold PFX as of Q4 2015.

  • People's United Financial reported no remaining PhenixFIN position as of Q4 2015 after selling out during the quarter.
  • People's United Financial sold 50 PhenixFIN shares in Q4 2015, an estimated $7K.
  • People's United Financial first reported a position in PhenixFIN in Q3 2015 and held it in 1 quarter.
  • People's United Financial's PhenixFIN position peaked at $7K in Q3 2015.
  • 98 funds tracked by Wall St. Rank held PhenixFIN as of Q4 2015.

Based on People's United Financial's 13F filing for Q4 2015, filed 12 Feb 2016.