KL
PBCT

KWMG LLC’s People's United Financial Inc PBCT Stock Holding History

KWMG LLC’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
Q1 		– Sell
-820
Closed -$12K – 491
2018
Q4 		$12K Hold
820
– – ﹤0.01% 266
2018
Q3 		$14K Hold
820
– – ﹤0.01% 264
2018
Q2 		$15K Buy
+820
New +$15.3K ﹤0.01% 246
2017
Q1 		– Sell
-16,553
Closed -$320K – 139
2016
Q4 		$320K Sell
16,553
-12,343
-43% -$218K 0.14% 113
2016
Q3 		$457K Sell
28,896
-4,488
-13% -$69.7K 0.22% 113
2016
Q2 		$489K Sell
33,384
-1,213
-4% -$18.8K 0.26% 105
2016
Q1 		$551K Hold
34,597
– – 0.32% 97
2015
Q4 		$559K Sell
34,597
-239
-0.7% -$3.89K 0.38% 79
2015
Q3 		$548K Sell
34,836
-1,241
-3% -$19.7K 0.41% 71
2015
Q2 		$585K Buy
36,077
+579
+2% +$8.99K 0.43% 67
2015
Q1 		$544K Buy
+35,498
New +$526K 0.43% 62

Other funds holding PBCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

KWMG LLC's PBCT Position: Q1 2019 in Review

KWMG LLC sold out of People's United Financial Inc (PBCT) in Q1 2019, closing a stake of 820 shares — an estimated $12K sold.

KWMG LLC first reported a position in PBCT in Q1 2015 and held it in 11 quarters. The position peaked at $585K in Q2 2015. 494 funds tracked by Wall St. Rank hold PBCT as of Q1 2019.

  • KWMG LLC reported no remaining People's United Financial Inc position as of Q1 2019 after selling out during the quarter.
  • KWMG LLC sold 820 People's United Financial Inc shares in Q1 2019, an estimated $12K.
  • KWMG LLC first reported a position in People's United Financial Inc in Q1 2015 and held it in 11 quarters.
  • KWMG LLC's People's United Financial Inc position peaked at $585K in Q2 2015.
  • 494 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2019.

Based on KWMG LLC's 13F filing for Q1 2019, filed 23 Apr 2019.