CAI
PBCT

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

Capital Advisors Inc’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
-997,238
Closed -$11M – 207
2020
Q1 		$11M Buy
997,238
+157,219
+19% +$2.33M 0.6% 60
2019
Q4 		$14.2M Buy
840,019
+170,920
+26% +$2.8M 0.62% 58
2019
Q3 		$11.2M Hold
669,099
– – 0.56% 62
2019
Q2 		$11.2M Buy
669,099
+504,869
+307% +$8.38M 0.56% 62
2019
Q1 		$2.7M Sell
164,230
-509,951
-76% -$8.5M 0.29% 61
2018
Q4 		$9.73M Buy
674,181
+50,307
+8% +$796K 0.63% 53
2018
Q3 		$10.7M Sell
623,874
-70,159
-10% -$1.28M 0.64% 50
2018
Q2 		$12.6M Sell
694,033
-4,035
-0.6% -$75.1K 0.76% 44
2018
Q1 		$13M Sell
698,068
-29,845
-4% -$580K 0.78% 36
2017
Q4 		$13.6M Buy
727,913
+1,366
+0.2% +$25.3K 0.8% 35
2017
Q3 		$13.2M Buy
726,547
+32,465
+5% +$560K 0.81% 37
2017
Q2 		$12.3M Buy
694,082
+28,878
+4% +$502K 0.76% 45
2017
Q1 		$12.1M Sell
665,204
-93,547
-12% -$1.77M 0.79% 41
2016
Q4 		$14.7M Sell
758,751
-4,948
-0.6% -$87.4K 1.02% 21
2016
Q3 		$12.1M Buy
763,699
+20,814
+3% +$323K 1.81% 12
2016
Q2 		$10.9M Buy
742,885
+17,196
+2% +$267K 1.69% 14
2016
Q1 		$11.6M Sell
725,689
-442
-0.1% -$6.63K 1.89% 10
2015
Q4 		$11.7M Buy
726,131
+2,025
+0.3% +$33K 2.05% 7
2015
Q3 		$11.4M Buy
724,106
+12,898
+2% +$205K 2.05% 8
2015
Q2 		$11.5M Buy
711,208
+34,502
+5% +$536K 1.98% 8
2015
Q1 		$10.3M Buy
676,706
+60,594
+10% +$898K 1.27% 17
2014
Q4 		$9.35M Buy
616,112
+86,998
+16% +$1.27M 1.73% 14
2014
Q3 		$7.66M Buy
+529,114
New +$7.85M 1.57% 21

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

Capital Advisors Inc's PBCT Position: Q2 2020 in Review

Capital Advisors Inc sold out of People's United Financial Inc (PBCT) in Q2 2020, closing a stake of 997,238 shares — an estimated $11M sold.

Capital Advisors Inc first reported a position in PBCT in Q3 2014 and held it in 23 quarters. The position peaked at $14.7M in Q4 2016. 481 funds tracked by Wall St. Rank hold PBCT as of Q2 2020.

  • Capital Advisors Inc reported no remaining People's United Financial Inc position as of Q2 2020 after selling out during the quarter.
  • Capital Advisors Inc sold 997,238 People's United Financial Inc shares in Q2 2020, an estimated $11M.
  • Capital Advisors Inc first reported a position in People's United Financial Inc in Q3 2014 and held it in 23 quarters.
  • Capital Advisors Inc's People's United Financial Inc position peaked at $14.7M in Q4 2016.
  • 481 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2020.

Based on Capital Advisors Inc's 13F filing for Q2 2020, filed 7 Aug 2020.