LWM
PBCT

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

Lenox Wealth Management’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
2020
Q2 		$8K Buy
774
+11
+1% +$128 ﹤0.01% 475
2020
Q1 		$8K Buy
+763
New +$11.3K ﹤0.01% 427

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Lenox Wealth Management's PBCT Position: Q2 2020 in Review

Lenox Wealth Management increased its People's United Financial Inc (PBCT) stake by 1.4% in Q2 2020, buying an estimated $128 and bringing the position to 774 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Lenox Wealth Management first reported a position in PBCT in Q1 2020 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold PBCT as of Q2 2020.

  • Lenox Wealth Management held 774 shares of People's United Financial Inc worth $8K as of Q2 2020.
  • Lenox Wealth Management bought 11 People's United Financial Inc shares in Q2 2020, an estimated $128.
  • People's United Financial Inc made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #475 holding.
  • Lenox Wealth Management first reported a position in People's United Financial Inc in Q1 2020 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.