JWM
PBCT

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

JGP 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
2021
Q2 		– Sell
-63,162
Closed -$1.13M – 171
2021
Q1 		$1.13M Buy
63,162
+111
+0.2% +$1.79K 0.25% 68
2020
Q4 		$926K Sell
63,051
-52
-0.1% -$625 0.21% 72
2020
Q3 		$692K Buy
63,103
+2,322
+4% +$25.2K 0.18% 76
2020
Q2 		$667K Sell
60,781
-296
-0.5% -$3.44K 0.2% 75
2020
Q1 		$684K Buy
61,077
+3,664
+6% +$54.4K 0.24% 78
2019
Q4 		$950K Sell
57,413
-1,302
-2% -$21.3K 0.28% 73
2019
Q3 		$884K Buy
58,715
+179
+0.3% +$2.8K 0.31% 75
2019
Q2 		$982K Buy
58,536
+908
+2% +$15.1K 0.35% 73
2019
Q1 		$947K Buy
57,628
+6,055
+12% +$101K 0.36% 74
2018
Q4 		$744K Sell
51,573
-82
-0.2% -$1.3K 0.31% 77
2018
Q3 		$881K Sell
51,655
-30
-0.1% -$549 0.35% 75
2018
Q2 		$935K Buy
+51,685
New +$962K 0.39% 74

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

JGP Wealth Management's PBCT Position: Q2 2021 in Review

JGP Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2021, closing a stake of 63,162 shares — an estimated $1.13M sold.

JGP Wealth Management first reported a position in PBCT in Q2 2018 and held it in 12 quarters. The position peaked at $1.13M in Q1 2021. 473 funds tracked by Wall St. Rank hold PBCT as of Q2 2021.

  • JGP Wealth Management reported no remaining People's United Financial Inc position as of Q2 2021 after selling out during the quarter.
  • JGP Wealth Management sold 63,162 People's United Financial Inc shares in Q2 2021, an estimated $1.13M.
  • JGP Wealth Management first reported a position in People's United Financial Inc in Q2 2018 and held it in 12 quarters.
  • JGP Wealth Management's People's United Financial Inc position peaked at $1.13M in Q1 2021.
  • 473 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2021.

Based on JGP Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.