EWM
PBCT

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

Executive 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
-114
Closed -$2K – 883
2019
Q2 		$2K Buy
114
+1
+0.9% +$17 ﹤0.01% 827
2019
Q1 		$2K Sell
113
-41
-27% -$683 ﹤0.01% 762
2018
Q4 		$2K Buy
+154
New +$2.44K ﹤0.01% 791

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

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

Executive Wealth Management sold out of People's United Financial Inc (PBCT) in Q3 2019, closing a stake of 114 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in PBCT in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 479 funds tracked by Wall St. Rank hold PBCT as of Q3 2019.

  • Executive Wealth Management reported no remaining People's United Financial Inc position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 114 People's United Financial Inc shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in People's United Financial Inc in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's People's United Financial Inc position peaked at $2K in Q2 2019.
  • 479 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.