Carroll Financial Associates’s People's United Financial Inc PBCT Stock Holding History

Carroll Financial Associates’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
2021 Q4	$0	Hold	29	–	–	﹤0.01%	2035
2021 Q3	$0	Hold	29	–	–	﹤0.01%	2019
2021 Q2	$0	Buy	+29	New	+$530	﹤0.01%	1901
2018 Q4	–	Sell	-891	Closed	-$15K	–	1425
2018 Q3	$15K	Hold	891	–	–	﹤0.01%	800
2018 Q2	$16K	Hold	891	–	–	﹤0.01%	753
2018 Q1	$16K	Sell	891 -144	-14%	-$2.8K	﹤0.01%	730
2017 Q4	$19K	Buy	1,035 +144	+16%	+$2.67K	﹤0.01%	681
2017 Q3	$16K	Hold	891	–	–	﹤0.01%	720
2017 Q2	$15K	Buy	+891	New	+$15.5K	﹤0.01%	748
2016 Q3	–	Sell	-14	Closed	–	–	1245
2016 Q2	$0	Hold	14	–	–	﹤0.01%	1245
2016 Q1	$0	Hold	14	–	–	﹤0.01%	1243
2015 Q4	$0	Hold	14	–	–	﹤0.01%	1178
2015 Q3	$0	Hold	14	–	–	﹤0.01%	1190
2015 Q2	$0	Buy	+14	New	+$217	﹤0.01%	1151
2014 Q4	–	Sell	-14	Closed	–	–	917
2014 Q3	$0	Hold	14	–	–	﹤0.01%	969
2014 Q2	$0	Hold	14	–	–	﹤0.01%	967
2014 Q1	$0	Hold	14	–	–	﹤0.01%	940
2013 Q4	$0	Hold	14	–	–	﹤0.01%	913
2013 Q3	$0	Hold	14	–	–	﹤0.01%	871
2013 Q2	$0	Buy	+14	New	+$191	﹤0.01%	710

Other funds holding PBCT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Carroll Financial Associates's PBCT Position: Q4 2021 in Review

Carroll Financial Associates held its People's United Financial Inc (PBCT) position steady in Q4 2021 at 29 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Carroll Financial Associates first reported a position in PBCT in Q2 2013 and has held it in 20 quarters since. The position peaked at $19K in Q4 2017. 503 funds tracked by Wall St. Rank hold PBCT as of Q4 2021.

Carroll Financial Associates held 29 shares of People's United Financial Inc worth $0 as of Q4 2021.
Carroll Financial Associates left its People's United Financial Inc share count unchanged in Q4 2021.
People's United Financial Inc made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #2035 holding.
Carroll Financial Associates first reported a position in People's United Financial Inc in Q2 2013 and has held it in 20 quarters since.
Carroll Financial Associates's People's United Financial Inc position peaked at $19K in Q4 2017.
503 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.