IWM
PBCT

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

IHT 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
2018
Q2 		– Sell
-58
Closed -$1K – 1486
2018
Q1 		$1K Hold
58
– – ﹤0.01% 1657
2017
Q4 		$1K Hold
58
– – ﹤0.01% 1655
2017
Q3 		$1K Hold
58
– – ﹤0.01% 1391
2017
Q2 		$20 Hold
58
– – 0.01% 786
2017
Q1 		$1K Hold
58
– – ﹤0.01% 1236
2016
Q4 		$1K Buy
+58
New +$1.02K ﹤0.01% 1176

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IHT Wealth Management's PBCT Position: Q2 2018 in Review

IHT Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2018, closing a stake of 58 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in PBCT in Q4 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 454 funds tracked by Wall St. Rank hold PBCT as of Q2 2018.

  • IHT Wealth Management reported no remaining People's United Financial Inc position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 58 People's United Financial Inc shares in Q2 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in People's United Financial Inc in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's People's United Financial Inc position peaked at $1K in Q1 2018.
  • 454 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.