BRWA
PBCT

B. Riley Wealth Advisors’s People's United Financial Inc PBCT Stock Holding History

B. Riley Wealth 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
2022
Q2 		– Sell
-10,352
Closed -$208K – 1435
2022
Q1 		$208K Buy
+10,352
New +$211K 0.01% 1200
2021
Q4 		– Sell
-13,063
Closed -$229K – 1522
2021
Q3 		$229K Buy
+13,063
New +$212K 0.01% 1182
2019
Q1 		– Sell
-10,789
Closed -$157K – 785
2018
Q4 		$157K Sell
10,789
-167
-2% -$2.64K 0.02% 596
2018
Q3 		$189K Sell
10,956
-1,858
-14% -$34K 0.02% 654
2018
Q2 		$233K Sell
12,814
-764
-6% -$14.2K 0.03% 561
2018
Q1 		$254K Buy
13,578
+48
+0.4% +$932 0.04% 505
2017
Q4 		$254K Sell
13,530
-10,648
-44% -$197K 0.03% 507
2017
Q3 		$440K Buy
24,178
+109
+0.5% +$1.88K 0.07% 289
2017
Q2 		$426K Buy
24,069
+1,994
+9% +$34.7K 0.08% 282
2017
Q1 		$403K Sell
22,075
-217
-1% -$4.11K 0.08% 276
2016
Q4 		$432K Sell
22,292
-902
-4% -$15.9K 0.09% 261
2016
Q3 		$207K Sell
23,194
-193
-0.8% -$3K 0.04% 530
2016
Q2 		$194K Buy
23,387
+719
+3% +$11.2K 0.04% 538
2016
Q1 		$192K Buy
22,668
+8,328
+58% +$125K 0.04% 481
2015
Q4 		$232K Buy
14,340
+2,125
+17% +$34.6K 0.05% 445
2015
Q3 		$193K Buy
12,215
+177
+1% +$2.81K 0.05% 481
2015
Q2 		$197K Sell
12,038
-737
-6% -$11.4K 0.05% 463
2015
Q1 		$194K Sell
12,775
-9,592
-43% -$142K 0.05% 468
2014
Q4 		$1.78K Buy
22,367
+10,519
+89% +$154K 0.04% 590
2014
Q3 		$171K Buy
11,848
+1,222
+12% +$18.1K 0.04% 529
2014
Q2 		$161K Sell
10,626
-274
-3% -$4K 0.04% 525
2014
Q1 		$162K Buy
10,900
+402
+4% +$5.85K 0.05% 455
2013
Q4 		$159K Buy
10,498
+112
+1% +$1.65K 0.05% 416
2013
Q3 		$149K Buy
10,386
+271
+3% +$4.02K 0.05% 428
2013
Q2 		$151K Buy
+10,115
New +$138K 0.05% 427

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 $567M AUM 16.01% 1-Year Est. Return

B. Riley Wealth Advisors's PBCT Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 10,352 shares — an estimated $208K sold.

B. Riley Wealth Advisors first reported a position in PBCT in Q2 2013 and held it in 25 quarters. The position peaked at $440K in Q3 2017. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,352 People's United Financial Inc shares in Q2 2022, an estimated $208K.
  • B. Riley Wealth Advisors first reported a position in People's United Financial Inc in Q2 2013 and held it in 25 quarters.
  • B. Riley Wealth Advisors's People's United Financial Inc position peaked at $440K in Q3 2017.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.