MHS
PBCT

M Holdings Securities’s People's United Financial Inc PBCT Stock Holding History

M Holdings Securities’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
2022
Q2 		– Sell
-242,130
Closed -$4.84M – 521
2022
Q1 		$4.84M Buy
+242,130
New +$4.94M 0.37% 55
2021
Q2 		$4.13M Buy
240,990
+843
+0.4% +$15.4K 0.4% 65
2021
Q1 		$4.3M Buy
240,147
+80,120
+50% +$1.29M 0.39% 62
2020
Q4 		$2.07M Sell
160,027
-275,745
-63% -$3.31M 0.26% 83
2020
Q3 		$4.49M Buy
435,772
+3,325
+0.8% +$36.1K 0.72% 33
2020
Q2 		$5M Sell
432,447
-521
-0.1% -$6.06K 0.9% 29
2020
Q1 		$4.78M Buy
432,968
+24,991
+6% +$371K 0.71% 34
2019
Q4 		$6.89M Hold
407,977
– – 2.01% 10
2019
Q3 		$6.38M Hold
407,977
– – 1.96% 9
2019
Q2 		$6.85M Buy
407,977
+798
+0.2% +$13.2K 2.32% 5
2019
Q1 		$6.69M Buy
407,179
+200,087
+97% +$3.33M 1.55% 8
2018
Q4 		$2.99M Buy
+207,092
New +$3.28M 0.93% 22

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

M Holdings Securities's PBCT Position: Q2 2022 in Review

M Holdings Securities sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 242,130 shares — an estimated $4.84M sold.

M Holdings Securities first reported a position in PBCT in Q4 2018 and held it in 12 quarters. The position peaked at $6.89M in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • M Holdings Securities reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • M Holdings Securities sold 242,130 People's United Financial Inc shares in Q2 2022, an estimated $4.84M.
  • M Holdings Securities first reported a position in People's United Financial Inc in Q4 2018 and held it in 12 quarters.
  • M Holdings Securities's People's United Financial Inc position peaked at $6.89M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.