BWM
PBCT

Baystate Wealth Management’s People's United Financial Inc PBCT Stock Holding History

Baystate 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
-6,691
Closed -$134K – 970
2022
Q1 		$134K Buy
6,691
+57
+0.9% +$1.16K 0.01% 210
2021
Q4 		$118K Buy
6,634
+66
+1% +$1.18K 0.01% 227
2021
Q3 		$115K Buy
6,568
+71
+1% +$1.15K 0.01% 202
2021
Q2 		$111K Buy
6,497
+63
+1% +$1.15K 0.01% 198
2021
Q1 		$115K Buy
6,434
+76
+1% +$1.22K 0.01% 179
2020
Q4 		$82K Buy
6,358
+92
+1% +$1.11K 0.01% 196
2020
Q3 		$65K Buy
6,266
+98
+2% +$1.06K 0.01% 195
2020
Q2 		$71K Buy
6,168
+102
+2% +$1.19K 0.01% 193
2020
Q1 		$67K Buy
6,066
+66
+1% +$980 0.01% 169
2019
Q4 		$101K Buy
6,000
+5,465
+1,021% +$89.6K 0.01% 164
2019
Q3 		$8K Buy
+535
New +$8.37K ﹤0.01% 385
2018
Q2 		– Sell
-664
Closed -$12K – 706
2018
Q1 		$12K Hold
664
– – ﹤0.01% 343
2017
Q4 		$13K Buy
+664
New +$12.3K ﹤0.01% 347
2017
Q2 		– Sell
-1,700
Closed -$30K – 700
2017
Q1 		$30K Buy
+1,700
New +$32.2K 0.01% 228

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

Baystate Wealth Management's PBCT Position: Q2 2022 in Review

Baystate Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 6,691 shares — an estimated $134K sold.

Baystate Wealth Management first reported a position in PBCT in Q1 2017 and held it in 14 quarters. The position peaked at $134K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Baystate Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 6,691 People's United Financial Inc shares in Q2 2022, an estimated $134K.
  • Baystate Wealth Management first reported a position in People's United Financial Inc in Q1 2017 and held it in 14 quarters.
  • Baystate Wealth Management's People's United Financial Inc position peaked at $134K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Baystate Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.