GWAG
PBCT

Garrett Wealth Advisory Group’s People's United Financial Inc PBCT Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-268
Closed -$4.19K – 702
2019
Q3 		$4.19K Buy
+268
New +$4.19K ﹤0.01% 400

Other funds holding PBCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Garrett Wealth Advisory Group's PBCT Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of People's United Financial Inc (PBCT) in Q4 2019, closing a stake of 268 shares — an estimated $4.19K sold.

Garrett Wealth Advisory Group first reported a position in PBCT in Q3 2019 and held it in 1 quarter. The position peaked at $4.19K in Q3 2019. 506 funds tracked by Wall St. Rank hold PBCT as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining People's United Financial Inc position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 268 People's United Financial Inc shares in Q4 2019, an estimated $4.19K.
  • Garrett Wealth Advisory Group first reported a position in People's United Financial Inc in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's People's United Financial Inc position peaked at $4.19K in Q3 2019.
  • 506 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.