BCA
PBCT

Berman Capital Advisors’s People's United Financial Inc PBCT Stock Holding History

Berman Capital 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
2021
Q3 		$39K Buy
2,287
+302
+15% +$4.91K 0.01% 779
2021
Q2 		$34K Buy
1,985
+12
+0.6% +$219 0.01% 731
2021
Q1 		$35K Buy
1,973
+86
+5% +$1.38K 0.01% 609
2020
Q4 		$24K Buy
1,887
+399
+27% +$4.8K 0.01% 623
2020
Q3 		$15K Buy
1,488
+1,038
+231% +$11.3K ﹤0.01% 675
2020
Q2 		$5K Sell
450
-339
-43% -$3.94K ﹤0.01% 1015
2020
Q1 		$8K Sell
789
-1,217
-61% -$18.1K ﹤0.01% 751
2019
Q4 		$33K Buy
2,006
+3
+0.1% +$49 0.01% 410
2019
Q3 		$31K Buy
2,003
+701
+54% +$11K 0.01% 400
2019
Q2 		$21K Sell
1,302
-217
-14% -$3.6K 0.01% 509
2019
Q1 		$24K Buy
1,519
+482
+46% +$8.03K 0.01% 415
2018
Q4 		$14K Buy
+1,037
New +$16.4K 0.01% 457

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Berman Capital Advisors's PBCT Position: Q3 2021 in Review

Berman Capital Advisors increased its People's United Financial Inc (PBCT) stake by 15% in Q3 2021, buying an estimated $4.91K and bringing the position to 2,287 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #779.

Berman Capital Advisors first reported a position in PBCT in Q4 2018 and has held it in 12 quarters since. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

  • Berman Capital Advisors held 2,287 shares of People's United Financial Inc worth $39K as of Q3 2021.
  • Berman Capital Advisors bought 302 People's United Financial Inc shares in Q3 2021, an estimated $4.91K.
  • People's United Financial Inc made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #779 holding.
  • Berman Capital Advisors first reported a position in People's United Financial Inc in Q4 2018 and has held it in 12 quarters since.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.