JFA
PBCT

JNBA Financial Advisors’s People's United Financial Inc PBCT Stock Holding History

JNBA Financial Advisors’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 		– Sell
-945
Closed -$16K – 731
2019
Q2 		$16K Buy
+945
New +$15.7K ﹤0.01% 385
2016
Q4 		– Sell
-2,696
Closed -$43K – 1483
2016
Q3 		$43K Buy
+2,696
New +$41.9K 0.01% 574

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

JNBA Financial Advisors's PBCT Position: Q3 2019 in Review

JNBA Financial Advisors sold out of People's United Financial Inc (PBCT) in Q3 2019, closing a stake of 945 shares — an estimated $16K sold.

JNBA Financial Advisors first reported a position in PBCT in Q3 2016 and held it in 2 quarters. The position peaked at $43K in Q3 2016. 479 funds tracked by Wall St. Rank hold PBCT as of Q3 2019.

  • JNBA Financial Advisors reported no remaining People's United Financial Inc position as of Q3 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 945 People's United Financial Inc shares in Q3 2019, an estimated $16K.
  • JNBA Financial Advisors first reported a position in People's United Financial Inc in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's People's United Financial Inc position peaked at $43K in Q3 2016.
  • 479 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2019.

Based on JNBA Financial Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.