GW
PBCT

GW & Wade’s People's United Financial Inc PBCT Stock Holding History

GW & Wade’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
-10,085
Closed -$111K – 248
2020
Q1 		$111K Buy
+10,085
New +$150K 0.01% 212
2019
Q4 		– Sell
-11,569
Closed -$181K – 249
2019
Q3 		$181K Sell
11,569
-158
-1% -$2.47K 0.02% 225
2019
Q2 		$197K Buy
11,727
+158
+1% +$2.62K 0.02% 226
2019
Q1 		$190K Hold
11,569
– – 0.02% 220
2018
Q4 		$167K Hold
11,569
– – 0.02% 211
2018
Q3 		$198K Hold
11,569
– – 0.02% 233
2018
Q2 		$209K Hold
11,569
– – 0.02% 232
2018
Q1 		$216K Hold
11,569
– – 0.03% 216
2017
Q4 		$216K Sell
11,569
-1,056
-8% -$19.6K 0.02% 205
2017
Q3 		$229K Hold
12,625
– – 0.03% 214
2017
Q2 		$223K Hold
12,625
– – 0.03% 211
2017
Q1 		$230K Hold
12,625
– – 0.03% 214
2016
Q4 		$244K Sell
12,625
-1,123
-8% -$19.8K 0.04% 197
2016
Q3 		$217K Buy
13,748
+66
+0.5% +$1.02K 0.04% 208
2016
Q2 		$201K Hold
13,682
– – 0.03% 222
2016
Q1 		$218K Hold
13,682
– – 0.04% 195
2015
Q4 		$221K Sell
13,682
-1,504
-10% -$24.5K 0.05% 189
2015
Q3 		$239K Hold
15,186
– – 0.05% 181
2015
Q2 		$246K Hold
15,186
– – 0.05% 205
2015
Q1 		$231K Buy
+15,186
New +$225K 0.04% 214

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

GW & Wade's PBCT Position: Q2 2020 in Review

GW & Wade sold out of People's United Financial Inc (PBCT) in Q2 2020, closing a stake of 10,085 shares — an estimated $111K sold.

GW & Wade first reported a position in PBCT in Q1 2015 and held it in 20 quarters. The position peaked at $246K in Q2 2015. 481 funds tracked by Wall St. Rank hold PBCT as of Q2 2020.

  • GW & Wade reported no remaining People's United Financial Inc position as of Q2 2020 after selling out during the quarter.
  • GW & Wade sold 10,085 People's United Financial Inc shares in Q2 2020, an estimated $111K.
  • GW & Wade first reported a position in People's United Financial Inc in Q1 2015 and held it in 20 quarters.
  • GW & Wade's People's United Financial Inc position peaked at $246K in Q2 2015.
  • 481 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2020.

Based on GW & Wade's 13F filing for Q2 2020, filed 7 Aug 2020.