People's United Financial’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,788	Closed	-$372K	–	749
2019 Q2	$372K	Sell	10,788 -27,070	-72%	-$1.13M	0.01%	602
2019 Q1	$1.68M	Sell	37,858 -17,418	-32%	-$724K	0.05%	282
2018 Q4	$1.97M	Hold	55,276	–	–	0.07%	227
2018 Q3	$2.56M	Hold	55,276	–	–	0.08%	193
2018 Q2	$2.6M	Hold	55,276	–	–	0.07%	257
2018 Q1	$2.15M	Hold	55,276	–	–	0.07%	215
2017 Q4	$2.08M	Buy	55,276 +1,268	+2%	+$53.4K	0.06%	231
2017 Q3	$2.5M	Hold	54,008	–	–	0.08%	197
2017 Q2	$2M	Hold	54,008	–	–	0.07%	227
2017 Q1	$1.82M	Hold	54,008	–	–	0.06%	237
2016 Q4	$1.55M	Buy	+54,008	New	+$1.4M	0.06%	252

Other funds holding PLUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

People's United Financial's PLUS Position: Q3 2019 in Review

People's United Financial sold out of ePlus (PLUS) in Q3 2019, closing a stake of 10,788 shares — an estimated $372K sold.

People's United Financial first reported a position in PLUS in Q4 2016 and held it in 11 quarters. The position peaked at $2.6M in Q2 2018. 168 funds tracked by Wall St. Rank hold PLUS as of Q3 2019.

People's United Financial reported no remaining ePlus position as of Q3 2019 after selling out during the quarter.
People's United Financial sold 10,788 ePlus shares in Q3 2019, an estimated $372K.
People's United Financial first reported a position in ePlus in Q4 2016 and held it in 11 quarters.
People's United Financial's ePlus position peaked at $2.6M in Q2 2018.
168 funds tracked by Wall St. Rank held ePlus as of Q3 2019.

Based on People's United Financial's 13F filing for Q3 2019, filed 14 Nov 2019.