MSFP
PBCT

Mark Sheptoff Financial Planning’s People's United Financial Inc PBCT Stock Holding History

Mark Sheptoff Financial Planning’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
-450
Closed -$10K – 445
2022
Q1 		$10K Hold
450
– – 0.01% 301
2021
Q4 		$8K Hold
450
– – ﹤0.01% 340
2021
Q3 		$8K Hold
450
– – ﹤0.01% 325
2021
Q2 		$8K Sell
450
-2,922
-87% -$53.4K ﹤0.01% 345
2021
Q1 		$60K Hold
3,372
– – 0.03% 154
2020
Q4 		$44K Sell
3,372
-1,472
-30% -$17.7K 0.03% 171
2020
Q3 		$50K Hold
4,844
– – 0.03% 144
2020
Q2 		$56K Sell
4,844
-5,876
-55% -$68.3K 0.04% 145
2020
Q1 		$118K Sell
10,720
-2,752
-20% -$40.9K 0.09% 97
2019
Q4 		$228K Buy
13,472
+5,550
+70% +$91K 0.14% 86
2019
Q3 		$124K Hold
7,922
– – 0.08% 106
2019
Q2 		$133K Buy
7,922
+3,452
+77% +$57.3K 0.09% 106
2019
Q1 		$73K Hold
4,470
– – 0.05% 130
2018
Q4 		$65K Hold
4,470
– – 0.05% 124
2018
Q3 		$77K Hold
4,470
– – 0.05% 138
2018
Q2 		$81K Hold
4,470
– – 0.06% 134
2018
Q1 		$83K Hold
4,470
– – 0.06% 140
2017
Q4 		$84K Hold
4,470
– – 0.05% 151
2017
Q3 		$81K Hold
4,470
– – 0.05% 155
2017
Q2 		$79K Sell
4,470
-1
-0% -$17 0.05% 150
2017
Q1 		$81K Buy
4,471
+1
+0% +$19 0.06% 149
2016
Q4 		$87K Hold
4,470
– – 0.06% 143
2016
Q3 		$71K Hold
4,470
– – 0.05% 146
2016
Q2 		$66K Hold
4,470
– – 0.05% 142
2016
Q1 		$71K Hold
4,470
– – 0.06% 135
2015
Q4 		$72K Buy
+4,470
New +$72.7K 0.06% 146

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $567M AUM 16.01% 1-Year Est. Return

Mark Sheptoff Financial Planning's PBCT Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 450 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in PBCT in Q4 2015 and held it in 26 quarters. The position peaked at $228K in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 450 People's United Financial Inc shares in Q2 2022, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in People's United Financial Inc in Q4 2015 and held it in 26 quarters.
  • Mark Sheptoff Financial Planning's People's United Financial Inc position peaked at $228K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.