UMA
PBCT

USA Mutuals Advisors’s People's United Financial Inc PBCT Stock Holding History

USA Mutuals Advisors’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
Q3 		– Sell
-162
Closed -$2K – 161
2016
Q2 		$2K Hold
162
– – ﹤0.01% 182
2016
Q1 		$3K Hold
162
– – ﹤0.01% 119
2015
Q4 		$3K Buy
+162
New +$2.64K ﹤0.01% 134

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USA Mutuals Advisors's PBCT Position: Q3 2016 in Review

USA Mutuals Advisors sold out of People's United Financial Inc (PBCT) in Q3 2016, closing a stake of 162 shares — an estimated $2K sold.

USA Mutuals Advisors first reported a position in PBCT in Q4 2015 and held it in 3 quarters. The position peaked at $3K in Q1 2016. 391 funds tracked by Wall St. Rank hold PBCT as of Q3 2016.

  • USA Mutuals Advisors reported no remaining People's United Financial Inc position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 162 People's United Financial Inc shares in Q3 2016, an estimated $2K.
  • USA Mutuals Advisors first reported a position in People's United Financial Inc in Q4 2015 and held it in 3 quarters.
  • USA Mutuals Advisors's People's United Financial Inc position peaked at $3K in Q1 2016.
  • 391 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2016.

Based on USA Mutuals Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.