MWAC
PBCT
Mariner Wealth Advisors (Cincinnati)’s People's United Financial Inc PBCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-11,850
| Closed | -$174K | – | 255 |
|
|
2016
Q2 | $174K | Buy |
+11,850
| New | +$174K | 0.02% | 243 |
|
|
2016
Q1 | – | Sell |
-11,850
| Closed | -$191K | – | 255 |
|
|
2015
Q4 | $191K | Buy |
+11,850
| New | +$191K | 0.02% | 236 |
|
|
2015
Q1 | $180K | Sell |
11,850
-375
| -3% | -$5.7K | 0.03% | 177 |
|
|
2014
Q4 | $186K | Hold |
12,225
| – | – | 0.03% | 174 |
|
|
2014
Q3 | $177K | Hold |
12,225
| – | – | 0.03% | 157 |
|
|
2014
Q2 | $185K | Sell |
12,225
-240
| -2% | -$3.63K | 0.03% | 145 |
|
|
2014
Q1 | $185K | Sell |
12,465
-450
| -3% | -$6.68K | 0.03% | 136 |
|
|
2013
Q4 | $195K | Sell |
12,915
-1,625
| -11% | -$24.5K | 0.03% | 142 |
|
|
2013
Q3 | $209K | Sell |
14,540
-4,835
| -25% | -$69.5K | 0.04% | 118 |
|
|
2013
Q2 | $289K | Buy |
+19,375
| New | +$289K | 0.06% | 104 |
|