CWM
PBCT

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

Campbell 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
2020
Q3 		– Sell
-951
Closed -$11K – 367
2020
Q2 		$11K Buy
+951
New +$11.1K ﹤0.01% 268

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Campbell Wealth Management's PBCT Position: Q3 2020 in Review

Campbell Wealth Management sold out of People's United Financial Inc (PBCT) in Q3 2020, closing a stake of 951 shares — an estimated $11K sold.

Campbell Wealth Management first reported a position in PBCT in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 478 funds tracked by Wall St. Rank hold PBCT as of Q3 2020.

  • Campbell Wealth Management reported no remaining People's United Financial Inc position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 951 People's United Financial Inc shares in Q3 2020, an estimated $11K.
  • Campbell Wealth Management first reported a position in People's United Financial Inc in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's People's United Financial Inc position peaked at $11K in Q2 2020.
  • 478 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.