AIA
PBCT

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

Alera Investment 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
2019
Q2 		– Sell
-1,320
Closed -$22K – 1133
2019
Q1 		$22K Buy
1,320
+609
+86% +$10.1K 0.01% 279
2018
Q4 		$10K Buy
+711
New +$11.3K 0.01% 443

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Alera Investment Advisors's PBCT Position: Q2 2019 in Review

Alera Investment Advisors sold out of People's United Financial Inc (PBCT) in Q2 2019, closing a stake of 1,320 shares — an estimated $22K sold.

Alera Investment Advisors first reported a position in PBCT in Q4 2018 and held it in 2 quarters. The position peaked at $22K in Q1 2019. 494 funds tracked by Wall St. Rank hold PBCT as of Q2 2019.

  • Alera Investment Advisors reported no remaining People's United Financial Inc position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,320 People's United Financial Inc shares in Q2 2019, an estimated $22K.
  • Alera Investment Advisors first reported a position in People's United Financial Inc in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's People's United Financial Inc position peaked at $22K in Q1 2019.
  • 494 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.