HA
PBCT

Halsey Associates’s People's United Financial Inc PBCT Stock Holding History

Halsey Associates’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
Q3 		$216K Buy
+13,799
New +$216K 0.03% 103
2019
Q2 		– Sell
-14,087
Closed -$232K – 107
2019
Q1 		$232K Hold
14,087
– – 0.04% 96
2018
Q4 		$203K Buy
+14,087
New +$223K 0.04% 100
2018
Q2 		– Sell
-140,054
Closed -$2.61M – 106
2018
Q1 		$2.61M Sell
140,054
-1,835
-1% -$35.6K 0.46% 46
2017
Q4 		$2.65M Buy
141,889
+130,219
+1,116% +$2.41M 0.45% 47
2017
Q3 		$212K Hold
11,670
– – 0.04% 89
2017
Q2 		$206K Hold
11,670
– – 0.04% 92
2017
Q1 		$212K Hold
11,670
– – 0.04% 95
2016
Q4 		$226K Sell
11,670
-2,000
-15% -$35.3K 0.05% 95
2016
Q3 		$216K Sell
13,670
-1,000
-7% -$15.5K 0.05% 96
2016
Q2 		$215K Sell
14,670
-4,252
-22% -$66K 0.05% 101
2016
Q1 		$301K Buy
18,922
+4,252
+29% +$63.8K 0.07% 84
2015
Q4 		$237K Hold
14,670
– – 0.05% 93
2015
Q3 		$231K Hold
14,670
– – 0.05% 94
2015
Q2 		$238K Sell
14,670
-1,000
-6% -$15.5K 0.05% 98
2015
Q1 		$238K Hold
15,670
– – 0.05% 97
2014
Q4 		$238K Sell
15,670
-2,835
-15% -$41.5K 0.05% 100
2014
Q3 		$268K Sell
18,505
-750
-4% -$11.1K 0.06% 94
2014
Q2 		$292K Hold
19,255
– – 0.06% 93
2014
Q1 		$286K Hold
19,255
– – 0.06% 92
2013
Q4 		$291K Sell
19,255
-1,000
-5% -$14.7K 0.07% 91
2013
Q3 		$291K Sell
20,255
-3,370
-14% -$50K 0.07% 85
2013
Q2 		$352K Buy
+23,625
New +$322K 0.09% 82

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Halsey Associates's PBCT Position: Q3 2019 in Review

Halsey Associates opened a new position in People's United Financial Inc (PBCT) in Q3 2019: 13,799 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #103 among its holdings. This is a return to the name: Halsey Associates previously reported a position in PBCT as recently as Q1 2019.

Halsey Associates first reported a position in PBCT in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.65M in Q4 2017. 479 funds tracked by Wall St. Rank hold PBCT as of Q3 2019.

  • Halsey Associates held 13,799 shares of People's United Financial Inc worth $216K as of Q3 2019.
  • People's United Financial Inc was a new Halsey Associates position in Q3 2019.
  • People's United Financial Inc made up 0.03% of Halsey Associates's portfolio in Q3 2019, its #103 holding.
  • Halsey Associates first reported a position in People's United Financial Inc in Q2 2013 and has held it in 23 quarters since.
  • Halsey Associates's People's United Financial Inc position peaked at $2.65M in Q4 2017.
  • 479 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2019.

Based on Halsey Associates's 13F filing for Q3 2019, filed 15 Nov 2019.