PMG
PBCT

ProVise Management Group’s People's United Financial Inc PBCT Stock Holding History

ProVise Management Group’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
Q1 		– Sell
-20,117
Closed -$304K – 319
2013
Q4 		$304K Sell
20,117
-27,900
-58% -$410K 0.08% 237
2013
Q3 		$690K Buy
48,017
+50
+0.1% +$741 0.2% 143
2013
Q2 		$715K Buy
+47,967
New +$654K 0.21% 134

Other funds holding PBCT

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ProVise Management Group's PBCT Position: Q1 2014 in Review

ProVise Management Group sold out of People's United Financial Inc (PBCT) in Q1 2014, closing a stake of 20,117 shares — an estimated $304K sold.

ProVise Management Group first reported a position in PBCT in Q2 2013 and held it in 3 quarters. The position peaked at $715K in Q2 2013. 395 funds tracked by Wall St. Rank hold PBCT as of Q1 2014.

  • ProVise Management Group reported no remaining People's United Financial Inc position as of Q1 2014 after selling out during the quarter.
  • ProVise Management Group sold 20,117 People's United Financial Inc shares in Q1 2014, an estimated $304K.
  • ProVise Management Group first reported a position in People's United Financial Inc in Q2 2013 and held it in 3 quarters.
  • ProVise Management Group's People's United Financial Inc position peaked at $715K in Q2 2013.
  • 395 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2014.

Based on ProVise Management Group's 13F filing for Q1 2014, filed 8 May 2014.