USGIU
PBCT

U.S. Global Investors (USGI)’s People's United Financial Inc PBCT Stock Holding History

U.S. Global Investors (USGI)’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
Q4 		– Sell
-16,000
Closed -$232K – 374
2014
Q3 		$232K Buy
16,000
+500
+3% +$7.42K 0.07% 176
2014
Q2 		$235K Buy
+15,500
New +$226K 0.05% 200
2014
Q1 		– Sell
-15,100
Closed -$228K – 383
2013
Q4 		$228K Buy
15,100
+1,100
+8% +$16.2K 0.04% 239
2013
Q3 		$201K Buy
+14,000
New +$208K 0.03% 227

Other funds holding PBCT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

U.S. Global Investors (USGI)'s PBCT Position: Q4 2014 in Review

U.S. Global Investors (USGI) sold out of People's United Financial Inc (PBCT) in Q4 2014, closing a stake of 16,000 shares — an estimated $232K sold.

U.S. Global Investors (USGI) first reported a position in PBCT in Q3 2013 and held it in 4 quarters. The position peaked at $235K in Q2 2014. 414 funds tracked by Wall St. Rank hold PBCT as of Q4 2014.

  • U.S. Global Investors (USGI) reported no remaining People's United Financial Inc position as of Q4 2014 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 16,000 People's United Financial Inc shares in Q4 2014, an estimated $232K.
  • U.S. Global Investors (USGI) first reported a position in People's United Financial Inc in Q3 2013 and held it in 4 quarters.
  • U.S. Global Investors (USGI)'s People's United Financial Inc position peaked at $235K in Q2 2014.
  • 414 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2014.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2014, filed 13 Feb 2015.