Santa Fe Partners’s People's United Financial Inc PBCT Stock Holding History

Santa Fe Partners’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
2016 Q1	–	Sell	-13,499	Closed	-$218K	–	346
2015 Q4	$218K	Sell	13,499 -6,538	-33%	-$106K	0.04%	421
2015 Q3	$314K	Sell	20,037 -1,138	-5%	-$18.1K	0.04%	410
2015 Q2	$343K	Buy	+21,175	New	+$329K	0.05%	415
2014 Q2	–	Sell	-63,796	Closed	-$949K	–	618
2014 Q1	$949K	Buy	63,796 +822	+1%	+$12K	0.13%	272
2013 Q4	$953K	Sell	62,974 -23,655	-27%	-$348K	0.16%	245
2013 Q3	$1.25M	Buy	+86,629	New	+$1.28M	0.24%	176

Other funds holding PBCT

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

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

BIT

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

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

EIP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Santa Fe Partners's PBCT Position: Q1 2016 in Review

Santa Fe Partners sold out of People's United Financial Inc (PBCT) in Q1 2016, closing a stake of 13,499 shares — an estimated $218K sold.

Santa Fe Partners first reported a position in PBCT in Q3 2013 and held it in 6 quarters. The position peaked at $1.25M in Q3 2013. 398 funds tracked by Wall St. Rank hold PBCT as of Q1 2016.

Santa Fe Partners reported no remaining People's United Financial Inc position as of Q1 2016 after selling out during the quarter.
Santa Fe Partners sold 13,499 People's United Financial Inc shares in Q1 2016, an estimated $218K.
Santa Fe Partners first reported a position in People's United Financial Inc in Q3 2013 and held it in 6 quarters.
Santa Fe Partners's People's United Financial Inc position peaked at $1.25M in Q3 2013.
398 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.