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
2022
Q2 		– Sell
-16,100
Closed -$322K – 2223
2022
Q1 		$322K Buy
+16,100
New +$329K ﹤0.01% 1580
2021
Q4 		– Sell
-14,800
Closed -$259K – 2162
2021
Q3 		$259K Sell
14,800
-32,600
-69% -$530K ﹤0.01% 1652
2021
Q2 		$812K Buy
47,400
+16,100
+51% +$294K ﹤0.01% 1289
2021
Q1 		$560K Buy
31,300
+18,700
+148% +$301K ﹤0.01% 1247
2020
Q4 		$163K Buy
+12,600
New +$151K ﹤0.01% 1488

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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.