LF
PBCT

Lee Financial’s People's United Financial Inc PBCT Stock Holding History

Lee Financial’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
Q2 		– Sell
-22,986
Closed -$429K – 847
2018
Q1 		$429K Sell
22,986
-285
-1% -$5.54K 0.11% 91
2017
Q4 		$435K Sell
23,271
-36,840
-61% -$682K 0.13% 86
2017
Q3 		$1.09M Sell
60,111
-1,610
-3% -$27.8K 0.35% 57
2017
Q2 		$1.09M Buy
61,721
+545
+0.9% +$9.47K 0.4% 56
2017
Q1 		$1.11M Buy
61,176
+10,765
+21% +$204K 0.44% 49
2016
Q4 		$976K Buy
+50,411
New +$891K 0.55% 48

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's PBCT Position: Q2 2018 in Review

Lee Financial sold out of People's United Financial Inc (PBCT) in Q2 2018, closing a stake of 22,986 shares — an estimated $429K sold.

Lee Financial first reported a position in PBCT in Q4 2016 and held it in 6 quarters. The position peaked at $1.11M in Q1 2017. 454 funds tracked by Wall St. Rank hold PBCT as of Q2 2018.

  • Lee Financial reported no remaining People's United Financial Inc position as of Q2 2018 after selling out during the quarter.
  • Lee Financial sold 22,986 People's United Financial Inc shares in Q2 2018, an estimated $429K.
  • Lee Financial first reported a position in People's United Financial Inc in Q4 2016 and held it in 6 quarters.
  • Lee Financial's People's United Financial Inc position peaked at $1.11M in Q1 2017.
  • 454 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.