AWM
PBCT

AE Wealth Management’s People's United Financial Inc PBCT Stock Holding History

AE Wealth 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
2022
Q2 		– Sell
-72,085
Closed -$1.44M – 1873
2022
Q1 		$1.44M Buy
72,085
+5,644
+8% +$115K 0.01% 800
2021
Q4 		$1.18M Buy
66,441
+5,034
+8% +$89.8K 0.01% 873
2021
Q3 		$1.07M Buy
61,407
+1,721
+3% +$28K 0.01% 843
2021
Q2 		$1.02M Buy
59,686
+21,669
+57% +$396K 0.01% 835
2021
Q1 		$680K Buy
38,017
+3,803
+11% +$61.2K 0.01% 897
2020
Q4 		$442K Buy
34,214
+6,350
+23% +$76.3K 0.01% 1006
2020
Q3 		$287K Sell
27,864
-4,226
-13% -$45.9K ﹤0.01% 1058
2020
Q2 		$371K Sell
32,090
-19,788
-38% -$230K 0.01% 961
2020
Q1 		$573K Buy
51,878
+20,039
+63% +$297K 0.01% 635
2019
Q4 		$538K Buy
+31,839
New +$522K 0.01% 719
2018
Q2 		– Sell
-50,631
Closed -$945K – 510
2018
Q1 		$945K Sell
50,631
-2,501
-5% -$48.6K 0.07% 176
2017
Q4 		$994K Buy
53,132
+719
+1% +$13.3K 0.09% 167
2017
Q3 		$951K Sell
52,413
-1,686
-3% -$29.1K 0.09% 157
2017
Q2 		$955K Buy
54,099
+3,456
+7% +$60.1K 0.11% 152
2017
Q1 		$922K Buy
50,643
+5,788
+13% +$109K 0.17% 118
2016
Q4 		$868K Buy
+44,855
New +$793K 0.35% 66

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

AE Wealth Management's PBCT Position: Q2 2022 in Review

AE Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 72,085 shares — an estimated $1.44M sold.

AE Wealth Management first reported a position in PBCT in Q4 2016 and held it in 16 quarters. The position peaked at $1.44M in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • AE Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • AE Wealth Management sold 72,085 People's United Financial Inc shares in Q2 2022, an estimated $1.44M.
  • AE Wealth Management first reported a position in People's United Financial Inc in Q4 2016 and held it in 16 quarters.
  • AE Wealth Management's People's United Financial Inc position peaked at $1.44M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.