APP
PBCT

Avantax Planning Partners’s People's United Financial Inc PBCT Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-585
Closed -$10K – 1317
2018
Q3 		$10K Buy
+585
New +$10.7K ﹤0.01% 893
2018
Q2 		– Sell
-585
Closed -$11K – 1644
2018
Q1 		$11K Buy
+585
New +$11.4K ﹤0.01% 1026

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
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 $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's PBCT Position: Q4 2018 in Review

Avantax Planning Partners sold out of People's United Financial Inc (PBCT) in Q4 2018, closing a stake of 585 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in PBCT in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 505 funds tracked by Wall St. Rank hold PBCT as of Q4 2018.

  • Avantax Planning Partners reported no remaining People's United Financial Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 585 People's United Financial Inc shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in People's United Financial Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's People's United Financial Inc position peaked at $11K in Q1 2018.
  • 505 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.