CAM
PBCT

Carret Asset Management’s People's United Financial Inc PBCT Stock Holding History

Carret Asset 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
2022
Q2 		– Sell
-17,899
Closed -$358K – 295
2022
Q1 		$358K Hold
17,899
– – 0.04% 224
2021
Q4 		$319K Hold
17,899
– – 0.04% 235
2021
Q3 		$313K Hold
17,899
– – 0.04% 228
2021
Q2 		$307K Hold
17,899
– – 0.04% 235
2021
Q1 		$320K Hold
17,899
– – 0.04% 216
2020
Q4 		$231K Hold
17,899
– – 0.03% 244
2020
Q3 		$185K Hold
17,899
– – 0.03% 245
2020
Q2 		$207K Hold
17,899
– – 0.03% 227
2020
Q1 		$198K Hold
17,899
– – 0.04% 212
2019
Q4 		$302K Hold
17,899
– – 0.04% 216
2019
Q3 		$280K Hold
17,899
– – 0.04% 224
2019
Q2 		$300K Hold
17,899
– – 0.05% 220
2019
Q1 		$294K Hold
17,899
– – 0.05% 212
2018
Q4 		$258K Buy
+17,899
New +$283K 0.05% 215

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

Carret Asset Management's PBCT Position: Q2 2022 in Review

Carret Asset Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 17,899 shares — an estimated $358K sold.

Carret Asset Management first reported a position in PBCT in Q4 2018 and held it in 14 quarters. The position peaked at $358K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Carret Asset Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Carret Asset Management sold 17,899 People's United Financial Inc shares in Q2 2022, an estimated $358K.
  • Carret Asset Management first reported a position in People's United Financial Inc in Q4 2018 and held it in 14 quarters.
  • Carret Asset Management's People's United Financial Inc position peaked at $358K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Carret Asset Management's 13F filing for Q2 2022, filed 4 Aug 2022.