AssetMark Inc
PBCT

AssetMark Inc’s People's United Financial Inc PBCT Stock Holding History

AssetMark Inc’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
2021
Q2 		– Sell
-232
Closed -$4K – 1596
2021
Q1 		$4K Buy
+232
New +$3.73K ﹤0.01% 1080
2018
Q1 		– Sell
-665
Closed -$12K – 2129
2017
Q4 		$12K Buy
665
+412
+163% +$7.63K ﹤0.01% 1093
2017
Q3 		$5K Buy
253
+138
+120% +$2.38K ﹤0.01% 1157
2017
Q2 		$2K Buy
+115
New +$2K ﹤0.01% 1257

Other funds holding PBCT

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

AssetMark Inc's PBCT Position: Q2 2021 in Review

AssetMark Inc sold out of People's United Financial Inc (PBCT) in Q2 2021, closing a stake of 232 shares — an estimated $4K sold.

AssetMark Inc first reported a position in PBCT in Q2 2017 and held it in 4 quarters. The position peaked at $12K in Q4 2017. 474 funds tracked by Wall St. Rank hold PBCT as of Q2 2021.

  • AssetMark Inc reported no remaining People's United Financial Inc position as of Q2 2021 after selling out during the quarter.
  • AssetMark Inc sold 232 People's United Financial Inc shares in Q2 2021, an estimated $4K.
  • AssetMark Inc first reported a position in People's United Financial Inc in Q2 2017 and held it in 4 quarters.
  • AssetMark Inc's People's United Financial Inc position peaked at $12K in Q4 2017.
  • 474 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2021.

Based on AssetMark Inc's 13F filing for Q2 2021, filed 16 Aug 2021.