BWP
PBCT

Bernardo Wealth Planning’s People's United Financial Inc PBCT Stock Holding History

Bernardo Wealth Planning’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
2019
Q3 		– Sell
-10,910
Closed -$183K – 164
2019
Q2 		$183K Sell
10,910
-375
-3% -$6.23K 0.14% 143
2019
Q1 		$186K Sell
11,285
-249
-2% -$4.15K 0.15% 142
2018
Q4 		$166K Buy
+11,534
New +$183K 0.15% 126

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bernardo Wealth Planning's PBCT Position: Q3 2019 in Review

Bernardo Wealth Planning sold out of People's United Financial Inc (PBCT) in Q3 2019, closing a stake of 10,910 shares — an estimated $183K sold.

Bernardo Wealth Planning first reported a position in PBCT in Q4 2018 and held it in 3 quarters. The position peaked at $186K in Q1 2019. 479 funds tracked by Wall St. Rank hold PBCT as of Q3 2019.

  • Bernardo Wealth Planning reported no remaining People's United Financial Inc position as of Q3 2019 after selling out during the quarter.
  • Bernardo Wealth Planning sold 10,910 People's United Financial Inc shares in Q3 2019, an estimated $183K.
  • Bernardo Wealth Planning first reported a position in People's United Financial Inc in Q4 2018 and held it in 3 quarters.
  • Bernardo Wealth Planning's People's United Financial Inc position peaked at $186K in Q1 2019.
  • 479 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2019.

Based on Bernardo Wealth Planning's 13F filing for Q3 2019, filed 4 Nov 2019.