NFG
PBCT

Next Financial Group’s People's United Financial Inc PBCT Stock Holding History

Next Financial Group’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
Q4 		$87K Buy
4,881
+535
+12% +$9.54K 0.01% 1243
2021
Q3 		$76K Buy
4,346
+1,941
+81% +$31.5K 0.01% 1240
2021
Q2 		$41K Buy
2,405
+526
+28% +$9.61K ﹤0.01% 1483
2021
Q1 		$34K Sell
1,879
-26,855
-93% -$432K ﹤0.01% 1447
2020
Q4 		$371K Sell
28,734
-12,962
-31% -$156K 0.04% 478
2020
Q3 		$430K Buy
+41,696
New +$453K 0.05% 365
2020
Q2 		– Sell
-36,517
Closed -$403K – 2064
2020
Q1 		$403K Sell
36,517
-44,873
-55% -$666K 0.05% 320
2019
Q4 		$1.38M Buy
81,390
+73,222
+896% +$1.2M 0.14% 170
2019
Q3 		$128K Sell
8,168
-775
-9% -$12.1K 0.01% 829
2019
Q2 		$150K Buy
+8,943
New +$148K 0.02% 766
2019
Q1 		– Sell
-13,814
Closed -$199K – 2219
2018
Q4 		$199K Buy
13,814
+10,841
+365% +$172K 0.04% 391
2018
Q3 		$51K Buy
+2,973
New +$54.4K 0.02% 542
2017
Q4 		– Sell
-540
Closed -$10K – 1549
2017
Q3 		$10K Buy
+540
New +$9.32K ﹤0.01% 1232
2017
Q1 		– Sell
-2,115
Closed -$41K – 2387
2016
Q4 		$41K Buy
2,115
+5
+0.2% +$88 0.01% 1049
2016
Q3 		$33K Buy
2,110
+110
+6% +$1.71K 0.01% 1135
2016
Q2 		$29K Hold
2,000
– – 0.01% 829
2016
Q1 		$31K Hold
2,000
– – 0.01% 777
2015
Q4 		$32K Hold
2,000
– – 0.01% 778
2015
Q3 		$31K Hold
2,000
– – 0.01% 804
2015
Q2 		$32K Hold
2,000
– – 0.01% 831
2015
Q1 		$30K Hold
2,000
– – 0.01% 847
2014
Q4 		$30K Sell
2,000
-2,067
-51% -$30.3K 0.01% 836
2014
Q3 		$59K Buy
+4,067
New +$60.4K 0.01% 867

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Next Financial Group's PBCT Position: Q4 2021 in Review

Next Financial Group increased its People's United Financial Inc (PBCT) stake by 12% in Q4 2021, buying an estimated $9.54K and bringing the position to 4,881 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #1243.

Next Financial Group first reported a position in PBCT in Q3 2014 and has held it in 23 quarters since. The position peaked at $1.38M in Q4 2019. 503 funds tracked by Wall St. Rank hold PBCT as of Q4 2021.

  • Next Financial Group held 4,881 shares of People's United Financial Inc worth $87K as of Q4 2021.
  • Next Financial Group bought 535 People's United Financial Inc shares in Q4 2021, an estimated $9.54K.
  • People's United Financial Inc made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1243 holding.
  • Next Financial Group first reported a position in People's United Financial Inc in Q3 2014 and has held it in 23 quarters since.
  • Next Financial Group's People's United Financial Inc position peaked at $1.38M in Q4 2019.
  • 503 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.