NC
PBCT

NewSquare Capital’s People's United Financial Inc PBCT Stock Holding History

NewSquare Capital’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
Q1 		– Sell
-725
Closed -$9K – 376
2020
Q4 		$9K Hold
725
– – ﹤0.01% 248
2020
Q3 		$7K Buy
725
+300
+71% +$3.26K ﹤0.01% 254
2020
Q2 		$5K Buy
+425
New +$4.94K ﹤0.01% 268

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

NewSquare Capital's PBCT Position: Q1 2021 in Review

NewSquare Capital sold out of People's United Financial Inc (PBCT) in Q1 2021, closing a stake of 725 shares — an estimated $9K sold.

NewSquare Capital first reported a position in PBCT in Q2 2020 and held it in 3 quarters. The position peaked at $9K in Q4 2020. 484 funds tracked by Wall St. Rank hold PBCT as of Q1 2021.

  • NewSquare Capital reported no remaining People's United Financial Inc position as of Q1 2021 after selling out during the quarter.
  • NewSquare Capital sold 725 People's United Financial Inc shares in Q1 2021, an estimated $9K.
  • NewSquare Capital first reported a position in People's United Financial Inc in Q2 2020 and held it in 3 quarters.
  • NewSquare Capital's People's United Financial Inc position peaked at $9K in Q4 2020.
  • 484 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2021.

Based on NewSquare Capital's 13F filing for Q1 2021, filed 10 May 2021.