CI Investments Inc’s People's United Financial Inc PBCT Stock Holding History

CI Investments Inc’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	-10,204	Closed	-$204K	–	1494
2022 Q1	$204K	Hold	10,204	–	–	﹤0.01%	700
2021 Q4	$182K	Sell	10,204 -4,617	-31%	-$82.3K	﹤0.01%	774
2021 Q3	$259K	Buy	14,821 +1,225	+9%	+$19.9K	﹤0.01%	697
2021 Q2	$233K	Buy	13,596 +4,910	+57%	+$89.7K	﹤0.01%	717
2021 Q1	$155K	Buy	8,686 +135	+2%	+$2.17K	﹤0.01%	704
2020 Q4	$111K	Buy	8,551 +2,166	+34%	+$26K	﹤0.01%	727
2020 Q3	$66K	Buy	+6,385	New	+$69.4K	﹤0.01%	707

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

CI Investments Inc's PBCT Position: Q2 2022 in Review

CI Investments Inc sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 10,204 shares — an estimated $204K sold.

CI Investments Inc first reported a position in PBCT in Q3 2020 and held it in 7 quarters. The position peaked at $259K in Q3 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

CI Investments Inc reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
CI Investments Inc sold 10,204 People's United Financial Inc shares in Q2 2022, an estimated $204K.
CI Investments Inc first reported a position in People's United Financial Inc in Q3 2020 and held it in 7 quarters.
CI Investments Inc's People's United Financial Inc position peaked at $259K in Q3 2021.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on CI Investments Inc's 13F filing for Q2 2022, filed 12 Aug 2022.