CSat Investment Advisory’s People's United Financial Inc PBCT Stock Holding History

CSat Investment Advisory’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
2021 Q1	$102K	Sell	5,676 -2,447	-30%	-$39.4K	0.09%	85
2020 Q4	$105K	Sell	8,123 -2,357	-22%	-$28.3K	0.1%	73
2020 Q3	$108K	Buy	10,480 +2,699	+35%	+$29.3K	0.01%	428
2020 Q2	$90K	Buy	7,781 +3,852	+98%	+$44.8K	0.01%	512
2020 Q1	$44K	Buy	3,929 +4	+0.1%	+$59	0.01%	561
2019 Q4	$66K	Sell	3,925 -470	-11%	-$7.7K	0.02%	518
2019 Q3	$68K	Buy	4,395 +693	+19%	+$10.8K	0.02%	402
2019 Q2	$62K	Buy	3,702 +1,108	+43%	+$18.4K	0.02%	408
2019 Q1	$43K	Sell	2,594 -241	-9%	-$4.01K	0.02%	175
2018 Q4	$41K	Buy	2,835 +1,106	+64%	+$17.5K	0.02%	171
2018 Q3	$30K	Buy	1,729 +381	+28%	+$6.97K	0.02%	176
2018 Q2	$24K	Buy	+1,348	New	+$25.1K	0.01%	190

Other funds holding PBCT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

CSat Investment Advisory's PBCT Position: Q1 2021 in Review

CSat Investment Advisory reduced its People's United Financial Inc (PBCT) stake by 30% in Q1 2021, selling an estimated $39.4K and leaving 5,676 shares worth $102K. The position accounts for 0.09% of the portfolio, ranked #85.

CSat Investment Advisory first reported a position in PBCT in Q2 2018 and has held it in 12 quarters since. The position peaked at $108K in Q3 2020. 484 funds tracked by Wall St. Rank hold PBCT as of Q1 2021.

CSat Investment Advisory held 5,676 shares of People's United Financial Inc worth $102K as of Q1 2021.
CSat Investment Advisory sold 2,447 People's United Financial Inc shares in Q1 2021, an estimated $39.4K.
People's United Financial Inc made up 0.09% of CSat Investment Advisory's portfolio in Q1 2021, its #85 holding.
CSat Investment Advisory first reported a position in People's United Financial Inc in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's People's United Financial Inc position peaked at $108K in Q3 2020.
484 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.