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

WESPAC 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 Q1	–	Sell	-39,182	Closed	-$633K	–	134
2015 Q4	$633K	Sell	39,182 -436	-1%	-$7.1K	0.73%	59
2015 Q3	$623K	Sell	39,618 -22,529	-36%	-$358K	1.09%	37
2015 Q2	$1.01M	Buy	62,147 +1,297	+2%	+$20.1K	0.76%	51
2015 Q1	$925K	Buy	60,850 +749	+1%	+$11.1K	0.7%	58
2014 Q4	$912K	Buy	60,101 +7,139	+13%	+$105K	0.64%	56
2014 Q3	$766K	Buy	52,962 +20,797	+65%	+$309K	0.61%	68
2014 Q2	$488K	Sell	32,165 -7,586	-19%	-$111K	0.56%	71
2014 Q1	$591K	Sell	39,751 -9,141	-19%	-$133K	0.51%	80
2013 Q4	$739K	Buy	+48,892	New	+$719K	0.61%	75

Other funds holding PBCT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WESPAC Advisors's PBCT Position: Q1 2016 in Review

WESPAC Advisors sold out of People's United Financial Inc (PBCT) in Q1 2016, closing a stake of 39,182 shares — an estimated $633K sold.

WESPAC Advisors first reported a position in PBCT in Q4 2013 and held it in 9 quarters. The position peaked at $1.01M in Q2 2015. 398 funds tracked by Wall St. Rank hold PBCT as of Q1 2016.

WESPAC Advisors reported no remaining People's United Financial Inc position as of Q1 2016 after selling out during the quarter.
WESPAC Advisors sold 39,182 People's United Financial Inc shares in Q1 2016, an estimated $633K.
WESPAC Advisors first reported a position in People's United Financial Inc in Q4 2013 and held it in 9 quarters.
WESPAC Advisors's People's United Financial Inc position peaked at $1.01M in Q2 2015.
398 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2016.

Based on WESPAC Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.