BW
PBCT

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

Bison Wealth’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
Q1 		– Sell
-11,306
Closed -$146K – 485
2020
Q4 		$146K Buy
+11,306
New +$136K 0.07% 238
2017
Q2 		– Sell
-11,713
Closed -$213K – 196
2017
Q1 		$213K Sell
11,713
-2,321
-17% -$43.9K 0.18% 156
2016
Q4 		$272K Sell
14,034
-1,644
-10% -$29.1K 0.23% 123
2016
Q3 		$248K Sell
15,678
-38,330
-71% -$595K 0.21% 138
2016
Q2 		$783K Buy
54,008
+1,048
+2% +$16.3K 0.47% 69
2016
Q1 		$844K Buy
52,960
+7,924
+18% +$119K 0.54% 60
2015
Q4 		$719K Buy
45,036
+5,127
+13% +$83.4K 0.41% 73
2015
Q3 		$621K Buy
39,909
+914
+2% +$14.5K 0.41% 80
2015
Q2 		$626K Buy
38,995
+5,580
+17% +$86.7K 0.37% 90
2015
Q1 		$508K Buy
+33,415
New +$495K 0.31% 110

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Bison Wealth's PBCT Position: Q1 2021 in Review

Bison Wealth sold out of People's United Financial Inc (PBCT) in Q1 2021, closing a stake of 11,306 shares — an estimated $146K sold.

Bison Wealth first reported a position in PBCT in Q1 2015 and held it in 10 quarters. The position peaked at $844K in Q1 2016. 484 funds tracked by Wall St. Rank hold PBCT as of Q1 2021.

  • Bison Wealth reported no remaining People's United Financial Inc position as of Q1 2021 after selling out during the quarter.
  • Bison Wealth sold 11,306 People's United Financial Inc shares in Q1 2021, an estimated $146K.
  • Bison Wealth first reported a position in People's United Financial Inc in Q1 2015 and held it in 10 quarters.
  • Bison Wealth's People's United Financial Inc position peaked at $844K in Q1 2016.
  • 484 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2021.

Based on Bison Wealth's 13F filing for Q1 2021, filed 5 May 2021.