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

Glassman Wealth 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	-5,803	Closed	-$116K	–	2134
2022 Q1	$116K	Hold	5,803	–	–	0.02%	235
2021 Q4	$103K	Buy	5,803 +52	+0.9%	+$927	0.02%	240
2021 Q3	$100K	Buy	5,751 +64	+1%	+$1.04K	0.02%	242
2021 Q2	$97K	Buy	5,687 +24	+0.4%	+$438	0.02%	240
2021 Q1	$101K	Buy	5,663 +12	+0.2%	+$193	0.02%	223
2020 Q4	$73K	Buy	5,651 +33	+0.6%	+$397	0.02%	282
2020 Q3	$58K	Sell	5,618 -27	-0.5%	-$293	0.02%	275
2020 Q2	$65K	Sell	5,645 -33	-0.6%	-$384	0.02%	216
2020 Q1	$63K	Buy	5,678 +36	+0.6%	+$534	0.02%	206
2019 Q4	$95K	Buy	5,642 +11	+0.2%	+$180	0.04%	183
2019 Q3	$88K	Sell	5,631 -66	-1%	-$1.03K	0.04%	177
2019 Q2	$96K	Buy	5,697 +10	+0.2%	+$166	0.04%	170
2019 Q1	$93K	Sell	5,687 -185	-3%	-$3.08K	0.04%	172
2018 Q4	$85K	Buy	5,872 +130	+2%	+$2.06K	0.05%	151
2018 Q3	$98K	Sell	5,742 -24	-0.4%	-$439	0.05%	157
2018 Q2	$104K	Buy	5,766 +45	+0.8%	+$837	0.05%	134
2018 Q1	$107K	Buy	5,721 +11	+0.2%	+$214	0.07%	118
2017 Q4	$107K	Buy	5,710 +14	+0.2%	+$259	0.07%	110
2017 Q3	$103K	Hold	5,696	–	–	0.07%	109
2017 Q2	$101K	Buy	5,696 +5,562	+4,151%	+$96.7K	0.07%	109
2017 Q1	$2K	Hold	134	–	–	﹤0.01%	466
2016 Q4	$3K	Hold	134	–	–	﹤0.01%	481
2016 Q3	$2K	Buy	+134	New	+$2.08K	﹤0.01%	413

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 $567M AUM 16.01% 1-Year Est. Return

Glassman Wealth Services's PBCT Position: Q2 2022 in Review

Glassman Wealth Services sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 5,803 shares — an estimated $116K sold.

Glassman Wealth Services first reported a position in PBCT in Q3 2016 and held it in 23 quarters. The position peaked at $116K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Glassman Wealth Services reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 5,803 People's United Financial Inc shares in Q2 2022, an estimated $116K.
Glassman Wealth Services first reported a position in People's United Financial Inc in Q3 2016 and held it in 23 quarters.
Glassman Wealth Services's People's United Financial Inc position peaked at $116K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.