Placemark Investments’s People's United Financial Inc PBCT Stock Holding History

Placemark Investments’s Portfolio PBCT Stock Details PBCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$1.2M	Sell	78,957 -41,209	-34%	-$603K	0.02%	802
2014 Q3	$1.74M	Buy	120,166 +24,428	+26%	+$363K	0.03%	603
2014 Q2	$1.45M	Buy	95,738 +19,068	+25%	+$279K	0.03%	688
2014 Q1	$1.14M	Sell	76,670 -22,081	-22%	-$321K	0.02%	764
2013 Q4	$1.5M	Buy	98,751 +9,041	+10%	+$133K	0.02%	677
2013 Q3	$1.29M	Sell	89,710 -13,700	-13%	-$203K	0.02%	682
2013 Q2	$1.54M	Buy	+103,410	New	+$1.41M	0.03%	589

Other funds holding PBCT

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Placemark Investments's PBCT Position: Q4 2014 in Review

Placemark Investments reduced its People's United Financial Inc (PBCT) stake by 34% in Q4 2014, selling an estimated $603K and leaving 78,957 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #802.

Placemark Investments first reported a position in PBCT in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.74M in Q3 2014. 414 funds tracked by Wall St. Rank hold PBCT as of Q4 2014.

Placemark Investments held 78,957 shares of People's United Financial Inc worth $1.2M as of Q4 2014.
Placemark Investments sold 41,209 People's United Financial Inc shares in Q4 2014, an estimated $603K.
People's United Financial Inc made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #802 holding.
Placemark Investments first reported a position in People's United Financial Inc in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's People's United Financial Inc position peaked at $1.74M in Q3 2014.
414 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.