MLFP
PBCT

MPS Loria Financial Planners’s People's United Financial Inc PBCT Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-62
Closed -$1K – 606
2021
Q1 		$1K Hold
62
– – ﹤0.01% 551
2020
Q4 		$1K Buy
+62
New +$745 ﹤0.01% 599

Other funds holding PBCT

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

MPS Loria Financial Planners's PBCT Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of People's United Financial Inc (PBCT) in Q2 2021, closing a stake of 62 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in PBCT in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 474 funds tracked by Wall St. Rank hold PBCT as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining People's United Financial Inc position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 62 People's United Financial Inc shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in People's United Financial Inc in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's People's United Financial Inc position peaked at $1K in Q1 2021.
  • 474 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.