Envestnet Asset Management
PBCT

Envestnet Asset Management’s People's United Financial Inc PBCT Stock Holding History

Envestnet Asset 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
2022
Q2 		– Sell
-79,107
Closed -$1.58M – 4148
2022
Q1 		$1.58M Buy
79,107
+4,299
+6% +$87.8K ﹤0.01% 2352
2021
Q4 		$1.33M Sell
74,808
-231,416
-76% -$4.13M ﹤0.01% 2434
2021
Q3 		$5.35M Sell
306,224
-46,066
-13% -$748K ﹤0.01% 1501
2021
Q2 		$6.04M Buy
352,290
+18,237
+5% +$333K ﹤0.01% 1401
2021
Q1 		$5.98M Buy
334,053
+20,722
+7% +$333K ﹤0.01% 1326
2020
Q4 		$4.05M Buy
313,331
+31,780
+11% +$382K ﹤0.01% 1375
2020
Q3 		$2.9M Sell
281,551
-63,854
-18% -$694K ﹤0.01% 1417
2020
Q2 		$4M Sell
345,405
-83,899
-20% -$976K ﹤0.01% 1236
2020
Q1 		$4.74M Buy
429,304
+5,344
+1% +$79.3K 0.01% 1018
2019
Q4 		$7.17M Buy
423,960
+130,663
+45% +$2.14M 0.01% 941
2019
Q3 		$4.59M Buy
293,297
+24,882
+9% +$389K 0.01% 1116
2019
Q2 		$4.5M Buy
268,415
+11,017
+4% +$183K 0.01% 1107
2019
Q1 		$4.23M Sell
257,398
-1,476
-0.6% -$24.6K 0.01% 1085
2018
Q4 		$3.74M Buy
+258,874
New +$4.1M 0.01% 1027
2018
Q3 		– Sell
-183,795
Closed -$3.33M – 2860
2018
Q2 		$3.33M Sell
183,795
-1,238
-0.7% -$23K 0.01% 625
2018
Q1 		$3.45M Sell
185,033
-625
-0.3% -$12.1K 0.01% 510
2017
Q4 		$3.47M Buy
185,658
+161,359
+664% +$2.99M 0.01% 719
2017
Q3 		$440K Sell
24,299
-167,354
-87% -$2.89M ﹤0.01% 1524
2017
Q2 		$3.38M Sell
191,653
-11,293
-6% -$196K 0.01% 714
2017
Q1 		$3.69M Sell
202,946
-1,483
-0.7% -$28.1K 0.01% 687
2016
Q4 		$3.96M Buy
204,429
+188,862
+1,213% +$3.34M 0.01% 633
2016
Q3 		$246K Sell
15,567
-16,717
-52% -$260K ﹤0.01% 1932
2016
Q2 		$473K Buy
32,284
+1,453
+5% +$22.5K ﹤0.01% 1672
2016
Q1 		$491K Buy
30,831
+4,191
+16% +$62.9K ﹤0.01% 1643
2015
Q4 		$430K Buy
26,640
+2,098
+9% +$34.1K ﹤0.01% 1672
2015
Q3 		$386K Sell
24,542
-83,938
-77% -$1.33M ﹤0.01% 1722
2015
Q2 		$1.76M Buy
108,480
+2,580
+2% +$40.1K 0.01% 1124
2015
Q1 		$1.61M Buy
105,900
+105,641
+40,788% +$1.57M 0.01% 1081
2014
Q4 		$4K Sell
259
-93
-26% -$1.36K ﹤0.01% 2212
2014
Q3 		$5K Hold
352
– – ﹤0.01% 2323
2014
Q2 		$5K Sell
352
-405
-54% -$5.92K ﹤0.01% 2304
2014
Q1 		$11K Sell
757
-137
-15% -$1.99K ﹤0.01% 1860
2013
Q4 		$14K Sell
894
-1,701
-66% -$25K ﹤0.01% 1630
2013
Q3 		$37K Sell
2,595
-204
-7% -$3.02K ﹤0.01% 1287
2013
Q2 		$42K Buy
+2,799
New +$38.2K ﹤0.01% 1215

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 $683M AUM 22.58% 1-Year Est. Return

Envestnet Asset Management's PBCT Position: Q2 2022 in Review

Envestnet Asset Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 79,107 shares — an estimated $1.58M sold.

Envestnet Asset Management first reported a position in PBCT in Q2 2013 and held it in 35 quarters. The position peaked at $7.17M in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Envestnet Asset Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 79,107 People's United Financial Inc shares in Q2 2022, an estimated $1.58M.
  • Envestnet Asset Management first reported a position in People's United Financial Inc in Q2 2013 and held it in 35 quarters.
  • Envestnet Asset Management's People's United Financial Inc position peaked at $7.17M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.