SW
PBCT

SVB Wealth’s People's United Financial Inc PBCT Stock Holding History

SVB Wealth’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
-11,982
Closed -$194K – 585
2015
Q2 		$194K Sell
11,982
-5,089
-30% -$79.1K 0.01% 535
2015
Q1 		$259K Hold
17,071
– – 0.01% 493
2014
Q4 		$259K Buy
+17,071
New +$250K 0.01% 487

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $33B AUM 40.62% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SVB Wealth's PBCT Position: Q3 2015 in Review

SVB Wealth sold out of People's United Financial Inc (PBCT) in Q3 2015, closing a stake of 11,982 shares — an estimated $194K sold.

SVB Wealth first reported a position in PBCT in Q4 2014 and held it in 3 quarters. The position peaked at $259K in Q1 2015. 395 funds tracked by Wall St. Rank hold PBCT as of Q3 2015.

  • SVB Wealth reported no remaining People's United Financial Inc position as of Q3 2015 after selling out during the quarter.
  • SVB Wealth sold 11,982 People's United Financial Inc shares in Q3 2015, an estimated $194K.
  • SVB Wealth first reported a position in People's United Financial Inc in Q4 2014 and held it in 3 quarters.
  • SVB Wealth's People's United Financial Inc position peaked at $259K in Q1 2015.
  • 395 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2015.

Based on SVB Wealth's 13F filing for Q3 2015, filed 12 Nov 2015.