CAPTRUST Financial Advisors
PBCT

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

CAPTRUST Financial 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
-15,020
Closed -$300K – 5327
2022
Q1 		$300K Buy
15,020
+4,446
+42% +$90.8K ﹤0.01% 1437
2021
Q4 		$188K Sell
10,574
-1,572
-13% -$28K ﹤0.01% 1686
2021
Q3 		$212K Sell
12,146
-1,624
-12% -$26.4K ﹤0.01% 1519
2021
Q2 		$236K Buy
13,770
+5,676
+70% +$104K ﹤0.01% 1405
2021
Q1 		$145K Buy
8,094
+7,544
+1,372% +$121K ﹤0.01% 1703
2020
Q4 		$7K Sell
550
-2,316
-81% -$27.8K ﹤0.01% 2731
2020
Q3 		$29K Sell
2,866
-13,408
-82% -$146K ﹤0.01% 1830
2020
Q2 		$182K Sell
16,274
-1,820
-10% -$21.2K ﹤0.01% 1073
2020
Q1 		$187K Sell
18,094
-220
-1% -$3.27K ﹤0.01% 886
2019
Q4 		$307K Buy
18,314
+11,120
+155% +$182K ﹤0.01% 839
2019
Q3 		$112K Sell
7,194
-235
-3% -$3.67K ﹤0.01% 742
2019
Q2 		$125K Buy
7,429
+289
+4% +$4.8K ﹤0.01% 679
2019
Q1 		$117K Buy
+7,140
New +$119K ﹤0.01% 646
2018
Q4 		– Sell
-5,465
Closed -$94K – 1706
2018
Q3 		$94K Sell
5,465
-1,805
-25% -$33K ﹤0.01% 620
2018
Q2 		$132K Buy
7,270
+1,470
+25% +$27.3K 0.01% 449
2018
Q1 		$107K Hold
5,800
– – 0.01% 438
2017
Q4 		$108K Buy
+5,800
New +$107K 0.01% 440

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 $567M AUM 16.01% 1-Year Est. Return

CAPTRUST Financial Advisors's PBCT Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 15,020 shares — an estimated $300K sold.

CAPTRUST Financial Advisors first reported a position in PBCT in Q4 2017 and held it in 17 quarters. The position peaked at $307K in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 15,020 People's United Financial Inc shares in Q2 2022, an estimated $300K.
  • CAPTRUST Financial Advisors first reported a position in People's United Financial Inc in Q4 2017 and held it in 17 quarters.
  • CAPTRUST Financial Advisors's People's United Financial Inc position peaked at $307K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.