KA
PBCT

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

Kovack 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
2021
Q3 		– Sell
-20,269
Closed -$347K – 767
2021
Q2 		$347K Buy
20,269
+1,427
+8% +$26.1K 0.04% 461
2021
Q1 		$337K Buy
+18,842
New +$303K 0.04% 414

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Kovack Advisors's PBCT Position: Q3 2021 in Review

Kovack Advisors sold out of People's United Financial Inc (PBCT) in Q3 2021, closing a stake of 20,269 shares — an estimated $347K sold.

Kovack Advisors first reported a position in PBCT in Q1 2021 and held it in 2 quarters. The position peaked at $347K in Q2 2021. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

  • Kovack Advisors reported no remaining People's United Financial Inc position as of Q3 2021 after selling out during the quarter.
  • Kovack Advisors sold 20,269 People's United Financial Inc shares in Q3 2021, an estimated $347K.
  • Kovack Advisors first reported a position in People's United Financial Inc in Q1 2021 and held it in 2 quarters.
  • Kovack Advisors's People's United Financial Inc position peaked at $347K in Q2 2021.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on Kovack Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.