KPW
PBCT

Kore Private Wealth’s People's United Financial Inc PBCT Stock Holding History

Kore Private Wealth’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
2020
Q2 		– Sell
-320
Closed -$4K – 1305
2020
Q1 		$4K Buy
320
+199
+164% +$2.95K ﹤0.01% 863
2019
Q4 		$2K Buy
+121
New +$1.98K ﹤0.01% 955

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Kore Private Wealth's PBCT Position: Q2 2020 in Review

Kore Private Wealth sold out of People's United Financial Inc (PBCT) in Q2 2020, closing a stake of 320 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in PBCT in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2020. 481 funds tracked by Wall St. Rank hold PBCT as of Q2 2020.

  • Kore Private Wealth reported no remaining People's United Financial Inc position as of Q2 2020 after selling out during the quarter.
  • Kore Private Wealth sold 320 People's United Financial Inc shares in Q2 2020, an estimated $4K.
  • Kore Private Wealth first reported a position in People's United Financial Inc in Q4 2019 and held it in 2 quarters.
  • Kore Private Wealth's People's United Financial Inc position peaked at $4K in Q1 2020.
  • 481 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.