BCM
PBCT

Bourgeon Capital Management’s People's United Financial Inc PBCT Stock Holding History

Bourgeon Capital 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
Q2 		– Sell
-1,000
Closed -$11K – 277
2020
Q1 		$11K Buy
+1,000
New +$14.8K 0.01% 179
2014
Q3 		– Sell
-138,100
Closed -$2.1M – 116
2014
Q2 		$2.1M Sell
138,100
-8,100
-6% -$118K 1.14% 36
2014
Q1 		$2.17M Sell
146,200
-3,600
-2% -$52.4K 1.37% 33
2013
Q4 		$2.27M Sell
149,800
-1,600
-1% -$23.5K 1.46% 28
2013
Q3 		$2.18M Sell
151,400
-20,600
-12% -$305K 1.47% 29
2013
Q2 		$2.56M Buy
+172,000
New +$2.35M 1.82% 25

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bourgeon Capital Management's PBCT Position: Q2 2020 in Review

Bourgeon Capital Management sold out of People's United Financial Inc (PBCT) in Q2 2020, closing a stake of 1,000 shares — an estimated $11K sold.

Bourgeon Capital Management first reported a position in PBCT in Q2 2013 and held it in 6 quarters. The position peaked at $2.56M in Q2 2013. 481 funds tracked by Wall St. Rank hold PBCT as of Q2 2020.

  • Bourgeon Capital Management reported no remaining People's United Financial Inc position as of Q2 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 1,000 People's United Financial Inc shares in Q2 2020, an estimated $11K.
  • Bourgeon Capital Management first reported a position in People's United Financial Inc in Q2 2013 and held it in 6 quarters.
  • Bourgeon Capital Management's People's United Financial Inc position peaked at $2.56M in Q2 2013.
  • 481 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2020.

Based on Bourgeon Capital Management's 13F filing for Q2 2020, filed 27 Jul 2020.