GSWM
PBCT

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

Golden State 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
2020
Q2 		– Sell
-653
Closed -$7K – 992
2020
Q1 		$7K Buy
+653
New +$9.69K ﹤0.01% 697
2019
Q4 		– Sell
-173
Closed -$3K – 1048
2019
Q3 		$3K Hold
173
– – ﹤0.01% 950
2019
Q2 		$2K Hold
173
– – ﹤0.01% 1007
2019
Q1 		$3K Buy
+173
New +$2.88K ﹤0.01% 1001

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
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Golden State Wealth Management's PBCT Position: Q2 2020 in Review

Golden State Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2020, closing a stake of 653 shares — an estimated $7K sold.

Golden State Wealth Management first reported a position in PBCT in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q1 2020. 481 funds tracked by Wall St. Rank hold PBCT as of Q2 2020.

  • Golden State Wealth Management reported no remaining People's United Financial Inc position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 653 People's United Financial Inc shares in Q2 2020, an estimated $7K.
  • Golden State Wealth Management first reported a position in People's United Financial Inc in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's People's United Financial Inc position peaked at $7K in Q1 2020.
  • 481 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.