V
PBCT

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

Veritable’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
2017
Q4 		– Sell
-59,955
Closed -$1.09M – 834
2017
Q3 		$1.09M Sell
59,955
-152
-0.3% -$2.62K 0.02% 327
2017
Q2 		$1.06M Sell
60,107
-369
-0.6% -$6.41K 0.02% 343
2017
Q1 		$1.1M Buy
60,476
+105
+0.2% +$1.99K 0.03% 312
2016
Q4 		$1.17M Buy
60,371
+143
+0.2% +$2.53K 0.03% 292
2016
Q3 		$953K Buy
60,228
+670
+1% +$10.4K 0.02% 324
2016
Q2 		$873K Sell
59,558
-781
-1% -$12.1K 0.02% 324
2016
Q1 		$961K Sell
60,339
-10,634
-15% -$160K 0.03% 312
2015
Q4 		$1.15M Buy
70,973
+193
+0.3% +$3.14K 0.03% 280
2015
Q3 		$1.11M Buy
70,780
+437
+0.6% +$6.94K 0.03% 268
2015
Q2 		$1.14M Sell
70,343
-1,519
-2% -$23.6K 0.03% 284
2015
Q1 		$1.09M Buy
71,862
+5,731
+9% +$85K 0.02% 383
2014
Q4 		$1M Buy
66,131
+415
+0.6% +$6.08K 0.02% 405
2014
Q3 		$951K Sell
65,716
-66
-0.1% -$980 0.02% 421
2014
Q2 		$998K Hold
65,782
– – 0.02% 412
2014
Q1 		$978K Sell
65,782
-9
-0% -$131 0.02% 406
2013
Q4 		$995K Sell
65,791
-715
-1% -$10.5K 0.02% 397
2013
Q3 		$956K Sell
66,506
-67
-0.1% -$994 0.02% 402
2013
Q2 		$992K Buy
+66,573
New +$908K 0.02% 396

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Veritable's PBCT Position: Q4 2017 in Review

Veritable sold out of People's United Financial Inc (PBCT) in Q4 2017, closing a stake of 59,955 shares — an estimated $1.09M sold.

Veritable first reported a position in PBCT in Q2 2013 and held it in 18 quarters. The position peaked at $1.17M in Q4 2016. 458 funds tracked by Wall St. Rank hold PBCT as of Q4 2017.

  • Veritable reported no remaining People's United Financial Inc position as of Q4 2017 after selling out during the quarter.
  • Veritable sold 59,955 People's United Financial Inc shares in Q4 2017, an estimated $1.09M.
  • Veritable first reported a position in People's United Financial Inc in Q2 2013 and held it in 18 quarters.
  • Veritable's People's United Financial Inc position peaked at $1.17M in Q4 2016.
  • 458 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2017.

Based on Veritable's 13F filing for Q4 2017, filed 13 Feb 2018.