CWM
PBCT

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

Cabot Wealth 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
2021
Q1 		– Sell
-37,019
Closed -$479K – 166
2020
Q4 		$479K Buy
37,019
+339
+0.9% +$4.08K 0.07% 105
2020
Q3 		$378K Sell
36,680
-500
-1% -$5.43K 0.07% 104
2020
Q2 		$430K Buy
+37,180
New +$432K 0.09% 99

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

Cabot Wealth Management's PBCT Position: Q1 2021 in Review

Cabot Wealth Management sold out of People's United Financial Inc (PBCT) in Q1 2021, closing a stake of 37,019 shares — an estimated $479K sold.

Cabot Wealth Management first reported a position in PBCT in Q2 2020 and held it in 3 quarters. The position peaked at $479K in Q4 2020. 484 funds tracked by Wall St. Rank hold PBCT as of Q1 2021.

  • Cabot Wealth Management reported no remaining People's United Financial Inc position as of Q1 2021 after selling out during the quarter.
  • Cabot Wealth Management sold 37,019 People's United Financial Inc shares in Q1 2021, an estimated $479K.
  • Cabot Wealth Management first reported a position in People's United Financial Inc in Q2 2020 and held it in 3 quarters.
  • Cabot Wealth Management's People's United Financial Inc position peaked at $479K in Q4 2020.
  • 484 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2021.

Based on Cabot Wealth Management's 13F filing for Q1 2021, filed 20 Apr 2021.