Brown Advisory
PBCT

Brown Advisory’s People's United Financial Inc PBCT Stock Holding History

Brown Advisory’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
2018
Q3 		– Sell
-11,245
Closed -$203K – 1390
2018
Q2 		$203K Sell
11,245
-17,615
-61% -$328K ﹤0.01% 1220
2018
Q1 		$537K Buy
28,860
+2,435
+9% +$47.3K ﹤0.01% 820
2017
Q4 		$494K Buy
+26,425
New +$489K ﹤0.01% 880

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

Brown Advisory's PBCT Position: Q3 2018 in Review

Brown Advisory sold out of People's United Financial Inc (PBCT) in Q3 2018, closing a stake of 11,245 shares — an estimated $203K sold.

Brown Advisory first reported a position in PBCT in Q4 2017 and held it in 3 quarters. The position peaked at $537K in Q1 2018. 486 funds tracked by Wall St. Rank hold PBCT as of Q3 2018.

  • Brown Advisory reported no remaining People's United Financial Inc position as of Q3 2018 after selling out during the quarter.
  • Brown Advisory sold 11,245 People's United Financial Inc shares in Q3 2018, an estimated $203K.
  • Brown Advisory first reported a position in People's United Financial Inc in Q4 2017 and held it in 3 quarters.
  • Brown Advisory's People's United Financial Inc position peaked at $537K in Q1 2018.
  • 486 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2018.

Based on Brown Advisory's 13F filing for Q3 2018, filed 13 Nov 2018.