Newman & Schimel’s People's United Financial Inc PBCT Stock Holding History

Newman & Schimel’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	-21,052	Closed	-$421K	–	52
2022 Q1	$421K	Hold	21,052	–	–	0.27%	31
2021 Q4	$375K	Hold	21,052	–	–	0.21%	34
2021 Q3	$368K	Hold	21,052	–	–	0.23%	36
2021 Q2	$361K	Hold	21,052	–	–	0.23%	37
2021 Q1	$377K	Hold	21,052	–	–	0.25%	36
2020 Q4	$272K	Buy	+21,052	New	+$253K	0.23%	37

Other funds holding PBCT

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

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

Newman & Schimel's PBCT Position: Q2 2022 in Review

Newman & Schimel sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 21,052 shares — an estimated $421K sold.

Newman & Schimel first reported a position in PBCT in Q4 2020 and held it in 6 quarters. The position peaked at $421K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Newman & Schimel reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Newman & Schimel sold 21,052 People's United Financial Inc shares in Q2 2022, an estimated $421K.
Newman & Schimel first reported a position in People's United Financial Inc in Q4 2020 and held it in 6 quarters.
Newman & Schimel's People's United Financial Inc position peaked at $421K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Newman & Schimel's 13F filing for Q2 2022, filed 14 Jul 2022.