PWLP
PBCT

Prio Wealth Limited Partnership’s People's United Financial Inc PBCT Stock Holding History

Prio Wealth Limited Partnership’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
2015
Q3 		– Sell
-11,367
Closed -$184K – 256
2015
Q2 		$184K Hold
11,367
– – 0.01% 248
2015
Q1 		$172K Hold
11,367
– – 0.01% 249
2014
Q4 		$172K Hold
11,367
– – 0.01% 255
2014
Q3 		$164K Hold
11,367
– – 0.01% 243
2014
Q2 		$172K Hold
11,367
– – 0.01% 247
2014
Q1 		$169K Hold
11,367
– – 0.01% 244
2013
Q4 		$171K Hold
11,367
– – 0.01% 252
2013
Q3 		$163K Buy
11,367
+450
+4% +$6.67K 0.01% 251
2013
Q2 		$162K Buy
+10,917
New +$149K 0.01% 240

Other funds holding PBCT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prio Wealth Limited Partnership's PBCT Position: Q3 2015 in Review

Prio Wealth Limited Partnership sold out of People's United Financial Inc (PBCT) in Q3 2015, closing a stake of 11,367 shares — an estimated $184K sold.

Prio Wealth Limited Partnership first reported a position in PBCT in Q2 2013 and held it in 9 quarters. The position peaked at $184K in Q2 2015. 395 funds tracked by Wall St. Rank hold PBCT as of Q3 2015.

  • Prio Wealth Limited Partnership reported no remaining People's United Financial Inc position as of Q3 2015 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 11,367 People's United Financial Inc shares in Q3 2015, an estimated $184K.
  • Prio Wealth Limited Partnership first reported a position in People's United Financial Inc in Q2 2013 and held it in 9 quarters.
  • Prio Wealth Limited Partnership's People's United Financial Inc position peaked at $184K in Q2 2015.
  • 395 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2015.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2015, filed 26 Oct 2015.