CT
PBCT

Caldwell Trust’s People's United Financial Inc PBCT Stock Holding History

Caldwell Trust’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
2022
Q2 		– Sell
-100
Closed -$2K – 768
2022
Q1 		$2K Hold
100
– – ﹤0.01% 717
2021
Q4 		$1.78K Hold
100
– – ﹤0.01% 714
2021
Q3 		$1.75K Hold
100
– – ﹤0.01% 707
2021
Q2 		$1.71K Buy
+100
New +$1.83K ﹤0.01% 717
2020
Q2 		– Sell
-1,000
Closed -$11.1K – 800
2020
Q1 		$11.1K Hold
1,000
– – ﹤0.01% 620
2019
Q4 		$16.9K Buy
+1,000
New +$16.4K ﹤0.01% 610

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return