PSUF
SBW

People's United Financial’s Western Asset Worldwide Income SBW Stock Holding History

People's United Financial’s Portfolio SBW Stock Details SBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-500
Closed -$5K – 908
2015
Q2 		$5K Hold
500
– – ﹤0.01% 752
2015
Q1 		$6K Hold
500
– – ﹤0.01% 730
2014
Q4 		$6K Hold
500
– – ﹤0.01% 730
2014
Q3 		$6K Hold
500
– – ﹤0.01% 723
2014
Q2 		$7K Hold
500
– – ﹤0.01% 727
2014
Q1 		$6K Hold
500
– – ﹤0.01% 720
2013
Q4 		$6K Sell
500
-500
-50% -$6.13K ﹤0.01% 714
2013
Q3 		$13K Hold
1,000
– – ﹤0.01% 646
2013
Q2 		$13K Buy
+1,000
New +$14.6K ﹤0.01% 616

Other funds holding SBW

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

People's United Financial sold out of Western Asset Worldwide Income (SBW) in Q3 2015, closing a stake of 500 shares — an estimated $5K sold.

People's United Financial first reported a position in SBW in Q2 2013 and held it in 9 quarters. The position peaked at $13K in Q3 2013. 33 funds tracked by Wall St. Rank hold SBW as of Q3 2015.

  • People's United Financial reported no remaining Western Asset Worldwide Income position as of Q3 2015 after selling out during the quarter.
  • People's United Financial sold 500 Western Asset Worldwide Income shares in Q3 2015, an estimated $5K.
  • People's United Financial first reported a position in Western Asset Worldwide Income in Q2 2013 and held it in 9 quarters.
  • People's United Financial's Western Asset Worldwide Income position peaked at $13K in Q3 2013.
  • 33 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q3 2015.

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