GPWA
PBCT

Great Point Wealth Advisors’s People's United Financial Inc PBCT Stock Holding History

Great Point Wealth Advisors’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
Q1 		– Sell
-12,495
Closed -$180K – 50
2018
Q4 		$180K Buy
+12,495
New +$198K 0.17% 41

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Great Point Wealth Advisors's PBCT Position: Q1 2019 in Review

Great Point Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q1 2019, closing a stake of 12,495 shares — an estimated $180K sold.

Great Point Wealth Advisors first reported a position in PBCT in Q4 2018 and held it in 1 quarter. The position peaked at $180K in Q4 2018. 494 funds tracked by Wall St. Rank hold PBCT as of Q1 2019.

  • Great Point Wealth Advisors reported no remaining People's United Financial Inc position as of Q1 2019 after selling out during the quarter.
  • Great Point Wealth Advisors sold 12,495 People's United Financial Inc shares in Q1 2019, an estimated $180K.
  • Great Point Wealth Advisors first reported a position in People's United Financial Inc in Q4 2018 and held it in 1 quarter.
  • Great Point Wealth Advisors's People's United Financial Inc position peaked at $180K in Q4 2018.
  • 494 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2019.

Based on Great Point Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.