Capstone Investment Advisors
PBCT

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

Capstone Investment Advisors’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
2017
Q4 		– Sell
-16,785
Closed -$304K – 701
2017
Q3 		$304K Sell
16,785
-18,780
-53% -$324K 0.01% 391
2017
Q2 		$628K Sell
35,565
-119,584
-77% -$2.08M 0.02% 385
2017
Q1 		$2.82M Sell
155,149
-56,682
-27% -$1.07M 0.07% 220
2016
Q4 		$4.1M Buy
+211,831
New +$3.74M 0.13% 153
2016
Q3 		– Sell
-27,869
Closed -$408K – 953
2016
Q2 		$408K Buy
+27,869
New +$432K 0.01% 511
2016
Q1 		– Sell
-10,460
Closed -$168K – 798
2015
Q4 		$168K Buy
+10,460
New +$170K ﹤0.01% 435

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 $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Capstone Investment Advisors's PBCT Position: Q4 2017 in Review

Capstone Investment Advisors sold out of People's United Financial Inc (PBCT) in Q4 2017, closing a stake of 16,785 shares — an estimated $304K sold.

Capstone Investment Advisors first reported a position in PBCT in Q4 2015 and held it in 6 quarters. The position peaked at $4.1M in Q4 2016. 458 funds tracked by Wall St. Rank hold PBCT as of Q4 2017.

  • Capstone Investment Advisors reported no remaining People's United Financial Inc position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 16,785 People's United Financial Inc shares in Q4 2017, an estimated $304K.
  • Capstone Investment Advisors first reported a position in People's United Financial Inc in Q4 2015 and held it in 6 quarters.
  • Capstone Investment Advisors's People's United Financial Inc position peaked at $4.1M in Q4 2016.
  • 458 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.