Northwestern Mutual Wealth Management
PBCT

Northwestern Mutual Wealth Management’s People's United Financial Inc PBCT Stock Holding History

Northwestern Mutual Wealth Management’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
-14,133
Closed -$282K – 3616
2022
Q1 		$282K Sell
14,133
-1,446
-9% -$29.5K ﹤0.01% 1309
2021
Q4 		$278K Sell
15,579
-75
-0.5% -$1.34K ﹤0.01% 1299
2021
Q3 		$274K Sell
15,654
-4,503
-22% -$73.2K ﹤0.01% 1228
2021
Q2 		$345K Buy
20,157
+2,480
+14% +$45.3K ﹤0.01% 1108
2021
Q1 		$316K Sell
17,677
-22,488
-56% -$362K ﹤0.01% 1074
2020
Q4 		$519K Buy
40,165
+21,232
+112% +$255K ﹤0.01% 822
2020
Q3 		$195K Buy
18,933
+2,368
+14% +$25.7K ﹤0.01% 1038
2020
Q2 		$192K Sell
16,565
-17,415
-51% -$203K ﹤0.01% 987
2020
Q1 		$375K Sell
33,980
-43
-0.1% -$638 ﹤0.01% 724
2019
Q4 		$575K Sell
34,023
-24,517
-42% -$402K ﹤0.01% 648
2019
Q3 		$915K Buy
58,540
+784
+1% +$12.3K ﹤0.01% 507
2019
Q2 		$969K Sell
57,756
-2,329
-4% -$38.7K ﹤0.01% 480
2019
Q1 		$988K Buy
60,085
+28,760
+92% +$479K ﹤0.01% 458
2018
Q4 		$452K Buy
31,325
+19,348
+162% +$306K ﹤0.01% 589
2018
Q3 		$206K Sell
11,977
-50
-0.4% -$915 ﹤0.01% 799
2018
Q2 		$217K Sell
12,027
-39
-0.3% -$726 ﹤0.01% 747
2018
Q1 		$225K Sell
12,066
-13,389
-53% -$260K ﹤0.01% 710
2017
Q4 		$476K Sell
25,455
-175
-0.7% -$3.24K ﹤0.01% 530
2017
Q3 		$465K Buy
25,630
+2,203
+9% +$38K ﹤0.01% 498
2017
Q2 		$414K Buy
23,427
+1,741
+8% +$30.3K ﹤0.01% 519
2017
Q1 		$394K Sell
21,686
-378
-2% -$7.15K ﹤0.01% 504
2016
Q4 		$426K Buy
+22,064
New +$390K ﹤0.01% 478
2016
Q3 		– Sell
-22,500
Closed -$329K – 1692
2016
Q2 		$329K Buy
22,500
+84
+0.4% +$1.3K ﹤0.01% 489
2016
Q1 		$356K Buy
22,416
+1,953
+10% +$29.3K 0.01% 460
2015
Q4 		$332K Buy
20,463
+9,050
+79% +$147K 0.01% 431
2015
Q3 		$180K Buy
11,413
+3,409
+43% +$54.1K ﹤0.01% 495
2015
Q2 		$130K Buy
8,004
+194
+2% +$3.01K ﹤0.01% 505
2015
Q1 		$119K Sell
7,810
-587
-7% -$8.7K ﹤0.01% 510
2014
Q4 		$127K Sell
8,397
-3,369
-29% -$49.3K ﹤0.01% 481
2014
Q3 		$170K Buy
11,766
+3,200
+37% +$47.5K 0.01% 428
2014
Q2 		$130K Buy
8,566
+781
+10% +$11.4K 0.01% 457
2014
Q1 		$116K Buy
7,785
+326
+4% +$4.75K ﹤0.01% 460
2013
Q4 		$113K Buy
7,459
+657
+10% +$9.66K 0.01% 461
2013
Q3 		$98K Buy
6,802
+356
+6% +$5.28K 0.01% 468
2013
Q2 		$96K Buy
+6,446
New +$87.9K 0.01% 447

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $683M AUM 22.58% 1-Year Est. Return

Northwestern Mutual Wealth Management's PBCT Position: Q2 2022 in Review

Northwestern Mutual Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 14,133 shares — an estimated $282K sold.

Northwestern Mutual Wealth Management first reported a position in PBCT in Q2 2013 and held it in 35 quarters. The position peaked at $988K in Q1 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Northwestern Mutual Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 14,133 People's United Financial Inc shares in Q2 2022, an estimated $282K.
  • Northwestern Mutual Wealth Management first reported a position in People's United Financial Inc in Q2 2013 and held it in 35 quarters.
  • Northwestern Mutual Wealth Management's People's United Financial Inc position peaked at $988K in Q1 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.