EFS
PBCT

Essex Financial Services’s People's United Financial Inc PBCT Stock Holding History

Essex Financial Services’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
-39,049
Closed -$781K – 532
2022
Q1 		$781K Hold
39,049
– – 0.07% 228
2021
Q4 		$696K Sell
39,049
-12,242
-24% -$218K 0.07% 247
2021
Q3 		$896K Sell
51,291
-851
-2% -$13.8K 0.1% 196
2021
Q2 		$933K Hold
52,142
– – 0.14% 162
2021
Q1 		$933K Sell
52,142
-77,188
-60% -$1.24M 0.17% 138
2020
Q4 		$1.67M Buy
129,330
+20,725
+19% +$249K 0.33% 75
2020
Q3 		$1.12M Sell
108,605
-8,952
-8% -$97.3K 0.28% 85
2020
Q2 		$1.36M Buy
117,557
+24,275
+26% +$282K 0.42% 62
2020
Q1 		$1.03M Sell
93,282
-81
-0.1% -$1.2K 0.37% 72
2019
Q4 		$1.58M Buy
93,363
+17,061
+22% +$280K 0.44% 64
2019
Q3 		$1.19M Buy
76,302
+11,797
+18% +$185K 0.38% 70
2019
Q2 		$1.08M Buy
64,505
+13,714
+27% +$228K 0.32% 75
2019
Q1 		$835K Sell
50,791
-8,205
-14% -$137K 0.25% 88
2018
Q4 		$851K Buy
58,996
+36,785
+166% +$582K 0.26% 86
2018
Q3 		$380K Sell
22,211
-8,828
-28% -$161K 0.08% 188
2018
Q2 		$561K Sell
31,039
-1,084
-3% -$20.2K 0.14% 145
2018
Q1 		$599K Sell
32,123
-166
-0.5% -$3.22K 0.12% 176
2017
Q4 		$604K Hold
32,289
– – 0.14% 134
2017
Q3 		$586K Buy
32,289
+7,221
+29% +$125K 0.14% 138
2017
Q2 		$443K Buy
25,068
+9,200
+58% +$160K 0.09% 209
2017
Q1 		$289K Sell
15,868
-10,217
-39% -$193K 0.07% 255
2016
Q4 		$505K Sell
26,085
-1,000
-4% -$17.7K 0.11% 173
2016
Q3 		$428K Hold
27,085
– – 0.1% 187
2016
Q2 		$397K Buy
27,085
+2,330
+9% +$36.2K 0.1% 197
2016
Q1 		$394K Buy
24,755
+500
+2% +$7.5K 0.1% 201
2015
Q4 		$392K Hold
24,255
– – 0.09% 204
2015
Q3 		$382K Buy
24,255
+9,300
+62% +$148K 0.1% 207
2015
Q2 		$242K Sell
14,955
-4,800
-24% -$74.6K 0.06% 275
2015
Q1 		$300K Sell
19,755
-100,650
-84% -$1.49M 0.08% 244
2014
Q4 		$1.83M Buy
120,405
+103,578
+616% +$1.52M 0.48% 55
2014
Q3 		$243K Sell
16,827
-1,000
-6% -$14.8K 0.07% 250
2014
Q2 		$270K Sell
17,827
-4,400
-20% -$64.3K 0.08% 239
2014
Q1 		$331K Buy
22,227
+344
+2% +$5.01K 0.11% 203
2013
Q4 		$331K Sell
21,883
-3,504
-14% -$51.5K 0.11% 190
2013
Q3 		$365 Sell
25,387
-558
-2% -$8.28K 0.11% 163
2013
Q2 		$387K Buy
+25,945
New +$354K 0.14% 155

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Essex Financial Services's PBCT Position: Q2 2022 in Review

Essex Financial Services sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 39,049 shares — an estimated $781K sold.

Essex Financial Services first reported a position in PBCT in Q2 2013 and held it in 36 quarters. The position peaked at $1.83M in Q4 2014. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Essex Financial Services reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Essex Financial Services sold 39,049 People's United Financial Inc shares in Q2 2022, an estimated $781K.
  • Essex Financial Services first reported a position in People's United Financial Inc in Q2 2013 and held it in 36 quarters.
  • Essex Financial Services's People's United Financial Inc position peaked at $1.83M in Q4 2014.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Essex Financial Services's 13F filing for Q2 2022, filed 1 Aug 2022.