AG
PBCT

Advisor Group’s People's United Financial Inc PBCT Stock Holding History

Advisor Group’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
2019
Q4 		$2.73M Buy
161,540
+2,192
+1% +$35.9K 0.02% 672
2019
Q3 		$2.49M Sell
159,348
-7,771
-5% -$122K 0.02% 668
2019
Q2 		$2.8M Sell
167,119
-7,930
-5% -$132K 0.02% 617
2019
Q1 		$2.88M Buy
175,049
+2,480
+1% +$41.3K 0.02% 572
2018
Q4 		$2.49M Sell
172,569
-4,390
-2% -$69.5K 0.02% 544
2018
Q3 		$3.03M Buy
176,959
+23,291
+15% +$426K 0.03% 493
2018
Q2 		$2.78M Sell
153,668
-20,265
-12% -$377K 0.04% 426
2018
Q1 		$3.25M Buy
173,933
+883
+0.5% +$17.2K 0.04% 371
2017
Q4 		$3.24M Buy
173,050
+24,809
+17% +$459K 0.04% 390
2017
Q3 		$2.69M Buy
148,241
+7,712
+5% +$133K 0.04% 401
2017
Q2 		$2.48M Buy
140,529
+7,071
+5% +$123K 0.04% 410
2017
Q1 		$2.43M Buy
133,458
+12,661
+10% +$239K 0.05% 392
2016
Q4 		$2.34M Buy
120,797
+28,571
+31% +$505K 0.05% 379
2016
Q3 		$1.46M Buy
92,226
+9,717
+12% +$151K 0.04% 504
2016
Q2 		$1.21M Buy
+82,509
New +$1.28M 0.03% 551

Other funds holding PBCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Advisor Group's PBCT Position: Q4 2019 in Review

Advisor Group increased its People's United Financial Inc (PBCT) stake by 1.4% in Q4 2019, buying an estimated $35.9K and bringing the position to 161,540 shares worth $2.73M. The position accounts for 0.02% of the portfolio, ranked #672.

Advisor Group first reported a position in PBCT in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.25M in Q1 2018. 506 funds tracked by Wall St. Rank hold PBCT as of Q4 2019.

  • Advisor Group held 161,540 shares of People's United Financial Inc worth $2.73M as of Q4 2019.
  • Advisor Group bought 2,192 People's United Financial Inc shares in Q4 2019, an estimated $35.9K.
  • People's United Financial Inc made up 0.02% of Advisor Group's portfolio in Q4 2019, its #672 holding.
  • Advisor Group first reported a position in People's United Financial Inc in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's People's United Financial Inc position peaked at $3.25M in Q1 2018.
  • 506 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.