GWM
PBCT

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

Gupta 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
2016
Q1 		$33K Sell
2,058
-125
-6% -$1.88K 0.01% 545
2015
Q4 		$35K Hold
2,183
– – 0.01% 512
2015
Q3 		$34K Hold
2,183
– – 0.01% 535
2015
Q2 		$35K Buy
2,183
+2,058
+1,646% +$32K 0.01% 558
2015
Q1 		$2K Buy
+125
New +$1.85K ﹤0.01% 1045

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's PBCT Position: Q1 2016 in Review

Gupta Wealth Management reduced its People's United Financial Inc (PBCT) stake by 5.7% in Q1 2016, selling an estimated $1.88K and leaving 2,058 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #545.

Gupta Wealth Management first reported a position in PBCT in Q1 2015 and has held it in 5 quarters since. The position peaked at $35K in Q4 2015. 398 funds tracked by Wall St. Rank hold PBCT as of Q1 2016.

  • Gupta Wealth Management held 2,058 shares of People's United Financial Inc worth $33K as of Q1 2016.
  • Gupta Wealth Management sold 125 People's United Financial Inc shares in Q1 2016, an estimated $1.88K.
  • People's United Financial Inc made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #545 holding.
  • Gupta Wealth Management first reported a position in People's United Financial Inc in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's People's United Financial Inc position peaked at $35K in Q4 2015.
  • 398 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.