Charter Oak Capital Management’s People's United Financial Inc PBCT Stock Holding History

Charter Oak Capital 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	-2,934	Closed	-$59K	–	1061
2022 Q1	$59K	Hold	2,934	–	–	0.01%	333
2021 Q4	$52K	Hold	2,934	–	–	0.01%	350
2021 Q3	$51K	Hold	2,934	–	–	0.01%	326
2021 Q2	$50K	Sell	2,934 -80	-3%	-$1.46K	0.01%	315
2021 Q1	$54K	Buy	3,014 +80	+3%	+$1.29K	0.01%	307
2020 Q4	$38K	Buy	+2,934	New	+$35.3K	0.01%	329

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Charter Oak Capital Management's PBCT Position: Q2 2022 in Review

Charter Oak Capital Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 2,934 shares — an estimated $59K sold.

Charter Oak Capital Management first reported a position in PBCT in Q4 2020 and held it in 6 quarters. The position peaked at $59K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Charter Oak Capital Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Charter Oak Capital Management sold 2,934 People's United Financial Inc shares in Q2 2022, an estimated $59K.
Charter Oak Capital Management first reported a position in People's United Financial Inc in Q4 2020 and held it in 6 quarters.
Charter Oak Capital Management's People's United Financial Inc position peaked at $59K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.