PSUF
WK icon

People's United Financial’s Workiva WK Stock Holding History

People's United Financial’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-16,986
Closed -$744K – 757
2019
Q3 		$744K Buy
16,986
+1,713
+11% +$90.3K 0.02% 432
2019
Q2 		$887K Buy
15,273
+5,273
+53% +$283K 0.02% 415
2019
Q1 		$507K Hold
10,000
– – 0.02% 517
2018
Q4 		$359K Buy
+10,000
New +$351K 0.01% 571

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

People's United Financial's WK Position: Q4 2019 in Review

People's United Financial sold out of Workiva (WK) in Q4 2019, closing a stake of 16,986 shares — an estimated $744K sold.

People's United Financial first reported a position in WK in Q4 2018 and held it in 4 quarters. The position peaked at $887K in Q2 2019. 155 funds tracked by Wall St. Rank hold WK as of Q4 2019.

  • People's United Financial reported no remaining Workiva position as of Q4 2019 after selling out during the quarter.
  • People's United Financial sold 16,986 Workiva shares in Q4 2019, an estimated $744K.
  • People's United Financial first reported a position in Workiva in Q4 2018 and held it in 4 quarters.
  • People's United Financial's Workiva position peaked at $887K in Q2 2019.
  • 155 funds tracked by Wall St. Rank held Workiva as of Q4 2019.

Based on People's United Financial's 13F filing for Q4 2019, filed 14 Feb 2020.