CPO
PBCT

Cerity Partners OCIO’s People's United Financial Inc PBCT Stock Holding History

Cerity Partners OCIO’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
-50,333
Closed -$1.01M – 467
2022
Q1 		$1.01M Sell
50,333
-248,048
-83% -$5.06M 0.03% 233
2021
Q4 		$5.32M Buy
298,381
+20,017
+7% +$357K 0.16% 76
2021
Q3 		$4.86M Buy
278,364
+23,870
+9% +$388K 0.15% 71
2021
Q2 		$4.36M Sell
254,494
-9,702
-4% -$177K 0.14% 81
2021
Q1 		$4.73M Buy
264,196
+24,101
+10% +$388K 0.17% 69
2020
Q4 		$3.1M Buy
240,095
+5,859
+3% +$70.4K 0.12% 86
2020
Q3 		$2.42M Buy
234,236
+25,906
+12% +$281K 0.11% 89
2020
Q2 		$2.41M Buy
208,330
+6,578
+3% +$76.5K 0.12% 88
2020
Q1 		$2.23M Sell
201,752
-5,795
-3% -$86K 0.13% 75
2019
Q4 		$3.31M Buy
207,547
+18,037
+10% +$296K 0.15% 71
2019
Q3 		$2.96M Buy
189,510
+15,967
+9% +$250K 0.15% 67
2019
Q2 		$2.91M Buy
173,543
+13,034
+8% +$216K 0.16% 67
2019
Q1 		$2.64M Buy
160,509
+68,376
+74% +$1.14M 0.15% 70
2018
Q4 		$1.33M Buy
92,133
+20,853
+29% +$330K 0.09% 101
2018
Q3 		$1.22M Buy
71,280
+9,072
+15% +$166K 0.07% 113
2018
Q2 		$1.13M Buy
+62,208
New +$1.16M 0.07% 107

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

Cerity Partners OCIO's PBCT Position: Q2 2022 in Review

Cerity Partners OCIO sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 50,333 shares — an estimated $1.01M sold.

Cerity Partners OCIO first reported a position in PBCT in Q2 2018 and held it in 16 quarters. The position peaked at $5.32M in Q4 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Cerity Partners OCIO reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 50,333 People's United Financial Inc shares in Q2 2022, an estimated $1.01M.
  • Cerity Partners OCIO first reported a position in People's United Financial Inc in Q2 2018 and held it in 16 quarters.
  • Cerity Partners OCIO's People's United Financial Inc position peaked at $5.32M in Q4 2021.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Cerity Partners OCIO's 13F filing for Q2 2022, filed 26 Jul 2022.