WIL
PBCT

Winifred I. Li’s People's United Financial Inc PBCT Stock Holding History

Winifred I. Li’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
Q4 		$36K Buy
2,357
+57
+2% +$834 0.03% 328
2014
Q3 		$33K Hold
2,300
– – 0.03% 329
2014
Q2 		$35K Hold
2,300
– – 0.03% 322
2014
Q1 		$34K Hold
2,300
– – 0.03% 324
2013
Q4 		$35K Hold
2,300
– – 0.03% 313
2013
Q3 		$33K Hold
2,300
– – 0.03% 312
2013
Q2 		$34K Buy
+2,300
New +$31.4K 0.03% 308

Other funds holding PBCT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winifred I. Li's PBCT Position: Q4 2014 in Review

Winifred I. Li increased its People's United Financial Inc (PBCT) stake by 2.5% in Q4 2014, buying an estimated $834 and bringing the position to 2,357 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #328.

Winifred I. Li first reported a position in PBCT in Q2 2013 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold PBCT as of Q4 2014.

  • Winifred I. Li held 2,357 shares of People's United Financial Inc worth $36K as of Q4 2014.
  • Winifred I. Li bought 57 People's United Financial Inc shares in Q4 2014, an estimated $834.
  • People's United Financial Inc made up 0.03% of Winifred I. Li's portfolio in Q4 2014, its #328 holding.
  • Winifred I. Li first reported a position in People's United Financial Inc in Q2 2013 and has held it in 7 quarters since.
  • 414 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.