DWM
PBCT

Doyle Wealth Management’s People's United Financial Inc PBCT Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-2,250
Closed -$38K – 823
2019
Q2 		$38K Buy
+2,250
New +$37.4K 0.01% 415
2019
Q1 		– Sell
-250
Closed -$4K – 820
2018
Q4 		$4K Buy
+250
New +$3.96K ﹤0.01% 756

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Doyle Wealth Management's PBCT Position: Q3 2019 in Review

Doyle Wealth Management sold out of People's United Financial Inc (PBCT) in Q3 2019, closing a stake of 2,250 shares — an estimated $38K sold.

Doyle Wealth Management first reported a position in PBCT in Q4 2018 and held it in 2 quarters. The position peaked at $38K in Q2 2019. 479 funds tracked by Wall St. Rank hold PBCT as of Q3 2019.

  • Doyle Wealth Management reported no remaining People's United Financial Inc position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 2,250 People's United Financial Inc shares in Q3 2019, an estimated $38K.
  • Doyle Wealth Management first reported a position in People's United Financial Inc in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's People's United Financial Inc position peaked at $38K in Q2 2019.
  • 479 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.