VFAM
PBCT

Valley Forge Asset Management’s People's United Financial Inc PBCT Stock Holding History

Valley Forge Asset Management’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
Q1 		– Sell
-353,584
Closed -$5.35M – 96
2013
Q4 		$5.35M Sell
353,584
-182,311
-34% -$2.68M 0.52% 57
2013
Q3 		$7.71M Sell
535,895
-543,658
-50% -$8.06M 0.51% 50
2013
Q2 		$16.1M Buy
+1,079,553
New +$14.7M 1.05% 45

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valley Forge Asset Management's PBCT Position: Q1 2014 in Review

Valley Forge Asset Management sold out of People's United Financial Inc (PBCT) in Q1 2014, closing a stake of 353,584 shares — an estimated $5.35M sold.

Valley Forge Asset Management first reported a position in PBCT in Q2 2013 and held it in 3 quarters. The position peaked at $16.1M in Q2 2013. 395 funds tracked by Wall St. Rank hold PBCT as of Q1 2014.

  • Valley Forge Asset Management reported no remaining People's United Financial Inc position as of Q1 2014 after selling out during the quarter.
  • Valley Forge Asset Management sold 353,584 People's United Financial Inc shares in Q1 2014, an estimated $5.35M.
  • Valley Forge Asset Management first reported a position in People's United Financial Inc in Q2 2013 and held it in 3 quarters.
  • Valley Forge Asset Management's People's United Financial Inc position peaked at $16.1M in Q2 2013.
  • 395 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2014.

Based on Valley Forge Asset Management's 13F filing for Q1 2014, filed 9 May 2014.