BCWM
PBCT

Bartlett & Co Wealth Management’s People's United Financial Inc PBCT Stock Holding History

Bartlett & Co Wealth Management’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
-200
Closed -$4K – 1333
2022
Q1 		$4K Buy
+200
New +$4.08K ﹤0.01% 935
2021
Q1 		– Sell
-2,350
Closed -$30.4K – 1218
2020
Q4 		$30.4K Hold
2,350
– – ﹤0.01% 609
2020
Q3 		$24.2K Hold
2,350
– – ﹤0.01% 593
2020
Q2 		$27.2K Hold
2,350
– – ﹤0.01% 575
2020
Q1 		$26K Hold
2,350
– – ﹤0.01% 549
2019
Q4 		$39.7K Hold
2,350
– – ﹤0.01% 568
2019
Q3 		$36.7K Buy
+2,350
New +$36.8K ﹤0.01% 582

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

Bartlett & Co Wealth Management's PBCT Position: Q2 2022 in Review

Bartlett & Co Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 200 shares — an estimated $4K sold.

Bartlett & Co Wealth Management first reported a position in PBCT in Q3 2019 and held it in 7 quarters. The position peaked at $39.7K in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Bartlett & Co Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 200 People's United Financial Inc shares in Q2 2022, an estimated $4K.
  • Bartlett & Co Wealth Management first reported a position in People's United Financial Inc in Q3 2019 and held it in 7 quarters.
  • Bartlett & Co Wealth Management's People's United Financial Inc position peaked at $39.7K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2022, filed 14 Feb 2024.