Jackson Grant Investment Advisers’s People's United Financial Inc PBCT Stock Holding History

Jackson Grant Investment Advisers’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
2022 Q2	–	Sell	-4,432	Closed	-$89K	–	368
2022 Q1	$89K	Hold	4,432	–	–	0.04%	152
2021 Q4	$79K	Hold	4,432	–	–	0.04%	136
2021 Q3	$77K	Hold	4,432	–	–	0.03%	170
2021 Q2	$76K	Hold	4,432	–	–	0.03%	165
2021 Q1	$79K	Hold	4,432	–	–	0.04%	159
2020 Q4	$57K	Hold	4,432	–	–	0.03%	173
2020 Q3	$46K	Hold	4,432	–	–	0.03%	151
2020 Q2	$51K	Hold	4,432	–	–	0.03%	146
2020 Q1	$49K	Hold	4,432	–	–	0.04%	139
2019 Q4	$75K	Hold	4,432	–	–	0.04%	132
2019 Q3	$69K	Sell	4,432 -514	-10%	-$8.04K	0.04%	136
2019 Q2	$83K	Hold	4,946	–	–	0.05%	127
2019 Q1	$81K	Hold	4,946	–	–	0.05%	124
2018 Q4	$71K	Buy	4,946 +514	+12%	+$8.13K	0.05%	128
2018 Q3	$76K	Hold	4,432	–	–	0.05%	130
2018 Q2	$80K	Hold	4,432	–	–	0.06%	130
2018 Q1	$83K	Hold	4,432	–	–	0.06%	127
2017 Q4	$83K	Hold	4,432	–	–	0.06%	127
2017 Q3	$80K	Hold	4,432	–	–	0.06%	122
2017 Q2	$78K	Hold	4,432	–	–	0.06%	112
2017 Q1	$81K	Hold	4,432	–	–	0.07%	108
2016 Q4	$86K	Buy	4,432 +45	+1%	+$795	0.07%	100
2016 Q3	$69K	Buy	4,387 +47	+1%	+$730	0.06%	104
2016 Q2	$64K	Buy	4,340 +48	+1%	+$745	0.06%	99
2016 Q1	$68K	Hold	4,292	–	–	0.06%	90
2015 Q4	$69K	Buy	+4,292	New	+$69.8K	0.07%	93

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Jackson Grant Investment Advisers's PBCT Position: Q2 2022 in Review

Jackson Grant Investment Advisers sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 4,432 shares — an estimated $89K sold.

Jackson Grant Investment Advisers first reported a position in PBCT in Q4 2015 and held it in 26 quarters. The position peaked at $89K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Jackson Grant Investment Advisers reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 4,432 People's United Financial Inc shares in Q2 2022, an estimated $89K.
Jackson Grant Investment Advisers first reported a position in People's United Financial Inc in Q4 2015 and held it in 26 quarters.
Jackson Grant Investment Advisers's People's United Financial Inc position peaked at $89K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2022, filed 4 Aug 2022.