SC
PBCT

Searle & Co’s People's United Financial Inc PBCT Stock Holding History

Searle & Co’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
-3,400
Closed -$55K – 281
2015
Q2 		$55K Hold
3,400
– – 0.05% 166
2015
Q1 		$51K Hold
3,400
– – 0.04% 172
2014
Q4 		$51K Buy
+3,400
New +$49.8K 0.04% 197

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

Searle & Co's PBCT Position: Q3 2015 in Review

Searle & Co sold out of People's United Financial Inc (PBCT) in Q3 2015, closing a stake of 3,400 shares — an estimated $55K sold.

Searle & Co first reported a position in PBCT in Q4 2014 and held it in 3 quarters. The position peaked at $55K in Q2 2015. 395 funds tracked by Wall St. Rank hold PBCT as of Q3 2015.

  • Searle & Co reported no remaining People's United Financial Inc position as of Q3 2015 after selling out during the quarter.
  • Searle & Co sold 3,400 People's United Financial Inc shares in Q3 2015, an estimated $55K.
  • Searle & Co first reported a position in People's United Financial Inc in Q4 2014 and held it in 3 quarters.
  • Searle & Co's People's United Financial Inc position peaked at $55K in Q2 2015.
  • 395 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2015.

Based on Searle & Co's 13F filing for Q3 2015, filed 12 Nov 2015.