LWAC
PBCT

Laurel Wealth Advisors (California)’s People's United Financial Inc PBCT Stock Holding History

Laurel Wealth Advisors (California)’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
2018
Q1 		– Sell
-13,867
Closed -$259K – 386
2017
Q4 		$259K Buy
+13,867
New +$257K 0.07% 281

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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 $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PBCT Position: Q1 2018 in Review

Laurel Wealth Advisors (California) sold out of People's United Financial Inc (PBCT) in Q1 2018, closing a stake of 13,867 shares — an estimated $259K sold.

Laurel Wealth Advisors (California) first reported a position in PBCT in Q4 2017 and held it in 1 quarter. The position peaked at $259K in Q4 2017. 464 funds tracked by Wall St. Rank hold PBCT as of Q1 2018.

  • Laurel Wealth Advisors (California) reported no remaining People's United Financial Inc position as of Q1 2018 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 13,867 People's United Financial Inc shares in Q1 2018, an estimated $259K.
  • Laurel Wealth Advisors (California) first reported a position in People's United Financial Inc in Q4 2017 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s People's United Financial Inc position peaked at $259K in Q4 2017.
  • 464 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2018, filed 16 May 2018.