Catamount Wealth Management’s People's United Financial Inc PBCT Stock Holding History

Catamount Wealth 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
2019 Q1	$321K	Hold	19,500	–	–	0.18%	41
2018 Q4	$319K	Sell	19,500 -900	-4%	-$14.2K	0.22%	30
2018 Q3	$349K	Hold	20,400	–	–	0.17%	36
2018 Q2	$375K	Hold	20,400	–	–	0.18%	34
2018 Q1	$381K	Hold	20,400	–	–	0.2%	33
2017 Q4	$381K	Hold	20,400	–	–	0.21%	30
2017 Q3	$370K	Sell	20,400 -300	-1%	-$5.18K	0.22%	30
2017 Q2	$366K	Sell	20,700 -3,000	-13%	-$52.1K	0.22%	34
2017 Q1	$431K	Sell	23,700 -3,000	-11%	-$56.7K	0.3%	27
2016 Q4	$517K	Hold	26,700	–	–	0.42%	26
2016 Q3	$424K	Sell	26,700 -197	-0.7%	-$3.06K	0.36%	26
2016 Q2	$394K	Sell	26,897 -5,775	-18%	-$89.6K	0.45%	22
2016 Q1	$520K	Hold	32,672	–	–	0.6%	19
2015 Q4	$528K	Hold	32,672	–	–	0.48%	21
2015 Q3	$514K	Hold	32,672	–	–	0.51%	17
2015 Q2	$530K	Sell	32,672 -5,500	-14%	-$85.4K	0.41%	26
2015 Q1	$580K	Buy	+38,172	New	+$566K	0.48%	28

Other funds holding PBCT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Catamount Wealth Management's PBCT Position: Q1 2019 in Review

Catamount Wealth Management held its People's United Financial Inc (PBCT) position steady in Q1 2019 at 19,500 shares worth $321K. The position accounts for 0.18% of the portfolio, ranked #41.

Catamount Wealth Management first reported a position in PBCT in Q1 2015 and has held it in 17 quarters since. The position peaked at $580K in Q1 2015. 494 funds tracked by Wall St. Rank hold PBCT as of Q1 2019.

Catamount Wealth Management held 19,500 shares of People's United Financial Inc worth $321K as of Q1 2019.
Catamount Wealth Management left its People's United Financial Inc share count unchanged in Q1 2019.
People's United Financial Inc made up 0.18% of Catamount Wealth Management's portfolio in Q1 2019, its #41 holding.
Catamount Wealth Management first reported a position in People's United Financial Inc in Q1 2015 and has held it in 17 quarters since.
Catamount Wealth Management's People's United Financial Inc position peaked at $580K in Q1 2015.
494 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.