U
PBCT

UBS’s People's United Financial Inc PBCT Stock Holding History

UBS’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
Q3 		$1.87M Buy
129,300
+122,700
+1,859% +$1.82M ﹤0.01% 2976
2014
Q2 		$100K Buy
6,600
+3,500
+113% +$51.1K ﹤0.01% 5949
2014
Q1 		$46K Buy
+3,100
New +$45.1K ﹤0.01% 6969
2013
Q4 		– Sell
-1,700
Closed -$24K – 10895
2013
Q3 		$24K Sell
1,700
-200
-11% -$2.97K ﹤0.01% 7838
2013
Q2 		$28K Buy
+1,900
New +$25.9K ﹤0.01% 7479

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS's PBCT Position: Q3 2014 in Review

UBS reduced its People's United Financial Inc (PBCT) stake by 14% in Q3 2014, selling an estimated $961K and leaving 389,712 shares worth $5.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

UBS first reported a position in PBCT in Q2 2013 and has held it in 6 quarters since. The position peaked at $12.1M in Q1 2014. 394 funds tracked by Wall St. Rank hold PBCT as of Q3 2014.

  • UBS held 389,712 shares of People's United Financial Inc worth $5.64M as of Q3 2014.
  • UBS sold 64,723 People's United Financial Inc shares in Q3 2014, an estimated $961K.
  • People's United Financial Inc made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1905 holding.
  • UBS first reported a position in People's United Financial Inc in Q2 2013 and has held it in 6 quarters since.
  • UBS's People's United Financial Inc position peaked at $12.1M in Q1 2014.
  • 394 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.