LWA
PBCT

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

Lenox Wealth 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
Q1 		– Sell
-192
Closed -$2K – 775
2020
Q4 		$2K Hold
192
– – ﹤0.01% 586
2020
Q3 		$2K Sell
192
-2,724
-93% -$29.6K ﹤0.01% 538
2020
Q2 		$34K Buy
2,916
+2,724
+1,419% +$31.7K 0.01% 207
2020
Q1 		$2K Sell
192
-64
-25% -$950 ﹤0.01% 636
2019
Q4 		$4K Buy
+256
New +$4.2K ﹤0.01% 524
2016
Q1 		– Sell
-57
Closed -$1K – 434
2015
Q4 		$1K Buy
+57
New +$928 ﹤0.01% 446
2013
Q3 		– Sell
-290
Closed -$4K – 297
2013
Q2 		$4K Buy
+290
New +$3.96K ﹤0.01% 213

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Lenox Wealth Advisors's PBCT Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q1 2021, closing a stake of 192 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in PBCT in Q2 2013 and held it in 7 quarters. The position peaked at $34K in Q2 2020. 484 funds tracked by Wall St. Rank hold PBCT as of Q1 2021.

  • Lenox Wealth Advisors reported no remaining People's United Financial Inc position as of Q1 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 192 People's United Financial Inc shares in Q1 2021, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in People's United Financial Inc in Q2 2013 and held it in 7 quarters.
  • Lenox Wealth Advisors's People's United Financial Inc position peaked at $34K in Q2 2020.
  • 484 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.