CFGS
PBCT

Concourse Financial Group Securities’s People's United Financial Inc PBCT Stock Holding History

Concourse Financial Group Securities’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
-900
Closed -$18K – 2348
2022
Q1 		$18K Sell
900
-45
-5% -$919 ﹤0.01% 1532
2021
Q4 		$17K Sell
945
-3,600
-79% -$64.2K ﹤0.01% 1713
2021
Q3 		$79K Hold
4,545
– – ﹤0.01% 1104
2021
Q2 		$78K Sell
4,545
-504
-10% -$9.21K ﹤0.01% 1103
2021
Q1 		$90K Sell
5,049
-115
-2% -$1.85K 0.01% 988
2020
Q4 		$67K Hold
5,164
– – 0.01% 1059
2020
Q3 		$53K Buy
5,164
+618
+14% +$6.71K ﹤0.01% 1041
2020
Q2 		$53K Sell
4,546
-382
-8% -$4.44K 0.01% 972
2020
Q1 		$54K Sell
4,928
-858
-15% -$12.7K 0.01% 870
2019
Q4 		$98K Buy
5,786
+4,295
+288% +$70.4K 0.01% 719
2019
Q3 		$23K Sell
1,491
-4,695
-76% -$73.4K 0.01% 920
2019
Q2 		$104K Sell
6,186
-2,654
-30% -$44.1K 0.01% 651
2019
Q1 		$145K Buy
8,840
+4,545
+106% +$75.7K 0.01% 582
2018
Q4 		$61K Buy
+4,295
New +$68K 0.01% 762

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $567M AUM 16.01% 1-Year Est. Return

Concourse Financial Group Securities's PBCT Position: Q2 2022 in Review

Concourse Financial Group Securities sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 900 shares — an estimated $18K sold.

Concourse Financial Group Securities first reported a position in PBCT in Q4 2018 and held it in 14 quarters. The position peaked at $145K in Q1 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Concourse Financial Group Securities reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 900 People's United Financial Inc shares in Q2 2022, an estimated $18K.
  • Concourse Financial Group Securities first reported a position in People's United Financial Inc in Q4 2018 and held it in 14 quarters.
  • Concourse Financial Group Securities's People's United Financial Inc position peaked at $145K in Q1 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Concourse Financial Group Securities's 13F filing for Q2 2022, filed 9 Aug 2022.