ADL
PBCT

Asset Dedication LLC’s People's United Financial Inc PBCT Stock Holding History

Asset Dedication LLC’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
-151
Closed -$3K – 1055
2022
Q1 		$3K Hold
151
– – ﹤0.01% 845
2021
Q4 		$3K Hold
151
– – ﹤0.01% 834
2021
Q3 		$3K Hold
151
– – ﹤0.01% 897
2021
Q2 		$3K Hold
151
– – ﹤0.01% 779
2021
Q1 		$3K Sell
151
-524
-78% -$8.43K ﹤0.01% 614
2020
Q4 		$9K Buy
675
+151
+29% +$1.81K ﹤0.01% 574
2020
Q3 		$6K Sell
524
-99
-16% -$1.08K ﹤0.01% 592
2020
Q2 		$7K Hold
623
– – ﹤0.01% 509
2020
Q1 		$7K Buy
+623
New +$9.25K ﹤0.01% 493

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 $683M AUM 22.58% 1-Year Est. Return

Asset Dedication LLC's PBCT Position: Q2 2022 in Review

Asset Dedication LLC sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 151 shares — an estimated $3K sold.

Asset Dedication LLC first reported a position in PBCT in Q1 2020 and held it in 9 quarters. The position peaked at $9K in Q4 2020. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Asset Dedication LLC reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Asset Dedication LLC sold 151 People's United Financial Inc shares in Q2 2022, an estimated $3K.
  • Asset Dedication LLC first reported a position in People's United Financial Inc in Q1 2020 and held it in 9 quarters.
  • Asset Dedication LLC's People's United Financial Inc position peaked at $9K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Asset Dedication LLC's 13F filing for Q2 2022, filed 19 Jul 2022.