AIA
PBCT

Avalon Investment & Advisory’s People's United Financial Inc PBCT Stock Holding History

Avalon Investment & Advisory’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 		– Sell
-12,958
Closed -$203K – 343
2019
Q3 		$203K Sell
12,958
-677,548
-98% -$10.6M ﹤0.01% 302
2019
Q2 		$11.6M Sell
690,506
-1,174
-0.2% -$19.5K 0.26% 127
2019
Q1 		$11.4M Sell
691,680
-126,986
-16% -$2.12M 0.26% 126
2018
Q4 		$11.8M Sell
818,666
-45,857
-5% -$726K 0.31% 110
2018
Q3 		$14.8M Sell
864,523
-76,255
-8% -$1.39M 0.42% 81
2018
Q2 		$17M Sell
940,778
-44,306
-4% -$824K 0.5% 73
2018
Q1 		$18.4M Buy
985,084
+213,125
+28% +$4.14M 0.57% 61
2017
Q4 		$14.4M Sell
771,959
-76,555
-9% -$1.42M 0.45% 79
2017
Q3 		$15.4M Buy
848,514
+9,895
+1% +$171K 0.49% 70
2017
Q2 		$14.8M Sell
838,619
-8,690
-1% -$151K 0.49% 68
2017
Q1 		$15.4M Sell
847,309
-774
-0.1% -$14.6K 0.53% 59
2016
Q4 		$16.4M Sell
848,083
-19,807
-2% -$350K 0.59% 50
2016
Q3 		$13.7M Buy
867,890
+2,793
+0.3% +$43.4K 0.52% 65
2016
Q2 		$12.7M Buy
865,097
+57,980
+7% +$900K 0.49% 74
2016
Q1 		$12.9M Buy
807,117
+14,179
+2% +$213K 0.56% 70
2015
Q4 		$12.8M Buy
792,938
+132,234
+20% +$2.15M 0.55% 75
2015
Q3 		$10.4M Buy
660,704
+2,019
+0.3% +$32.1K 0.46% 96
2015
Q2 		$10.7M Sell
658,685
-5,406
-0.8% -$84K 0.46% 99
2015
Q1 		$10.1M Buy
664,091
+990
+0.1% +$14.7K 0.44% 106
2014
Q4 		$10.1M Buy
663,101
+10,071
+2% +$147K 0.46% 100
2014
Q3 		$9.45M Buy
653,030
+56,494
+9% +$839K 0.48% 93
2014
Q2 		$9.05M Sell
596,536
-8,000
-1% -$117K 0.46% 103
2014
Q1 		$8.99M Sell
604,536
-3,098
-0.5% -$45.1K 0.5% 90
2013
Q4 		$9.19M Buy
+607,634
New +$8.93M 0.51% 84

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Avalon Investment & Advisory's PBCT Position: Q4 2019 in Review

Avalon Investment & Advisory sold out of People's United Financial Inc (PBCT) in Q4 2019, closing a stake of 12,958 shares — an estimated $203K sold.

Avalon Investment & Advisory first reported a position in PBCT in Q4 2013 and held it in 24 quarters. The position peaked at $18.4M in Q1 2018. 506 funds tracked by Wall St. Rank hold PBCT as of Q4 2019.

  • Avalon Investment & Advisory reported no remaining People's United Financial Inc position as of Q4 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 12,958 People's United Financial Inc shares in Q4 2019, an estimated $203K.
  • Avalon Investment & Advisory first reported a position in People's United Financial Inc in Q4 2013 and held it in 24 quarters.
  • Avalon Investment & Advisory's People's United Financial Inc position peaked at $18.4M in Q1 2018.
  • 506 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2019.

Based on Avalon Investment & Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.