EP
PBCT

Edgestream Partners’s People's United Financial Inc PBCT Stock Holding History

Edgestream Partners’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
-54,735
Closed -$1.09M – 658
2022
Q1 		$1.09M Buy
+54,735
New +$1.12M 0.09% 314
2021
Q3 		– Sell
-22,845
Closed -$392K – 596
2021
Q2 		$392K Sell
22,845
-32,916
-59% -$601K 0.02% 372
2021
Q1 		$998K Buy
+55,761
New +$897K 0.06% 299
2020
Q2 		– Sell
-15,971
Closed -$176K – 343
2020
Q1 		$176K Buy
+15,971
New +$237K 0.02% 289
2019
Q4 		– Sell
-17,379
Closed -$272K – 364
2019
Q3 		$272K Buy
+17,379
New +$272K 0.03% 238
2017
Q2 		– Sell
-31,749
Closed -$578K – 162
2017
Q1 		$578K Buy
+31,749
New +$601K 0.25% 85

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Edgestream Partners's PBCT Position: Q2 2022 in Review

Edgestream Partners sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 54,735 shares — an estimated $1.09M sold.

Edgestream Partners first reported a position in PBCT in Q1 2017 and held it in 6 quarters. The position peaked at $1.09M in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Edgestream Partners reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Edgestream Partners sold 54,735 People's United Financial Inc shares in Q2 2022, an estimated $1.09M.
  • Edgestream Partners first reported a position in People's United Financial Inc in Q1 2017 and held it in 6 quarters.
  • Edgestream Partners's People's United Financial Inc position peaked at $1.09M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Edgestream Partners's 13F filing for Q2 2022, filed 12 Aug 2022.