BFIM
PBCT

Beese Fulmer Investment Management’s People's United Financial Inc PBCT Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-6,276
Closed -$73K – 583
2020
Q2 		$73K Buy
+6,276
New +$73K 0.01% 278

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beese Fulmer Investment Management's PBCT Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of People's United Financial Inc (PBCT) in Q3 2020, closing a stake of 6,276 shares — an estimated $73K sold.

Beese Fulmer Investment Management first reported a position in PBCT in Q2 2020 and held it in 1 quarter. The position peaked at $73K in Q2 2020. 478 funds tracked by Wall St. Rank hold PBCT as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining People's United Financial Inc position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 6,276 People's United Financial Inc shares in Q3 2020, an estimated $73K.
  • Beese Fulmer Investment Management first reported a position in People's United Financial Inc in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's People's United Financial Inc position peaked at $73K in Q2 2020.
  • 478 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.