OAM
PBCT

Oppenheimer Asset Management’s People's United Financial Inc PBCT Stock Holding History

Oppenheimer Asset 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
2021
Q3 		– Sell
-17,971
Closed -$308K – 1245
2021
Q2 		$308K Sell
17,971
-157
-0.9% -$2.87K ﹤0.01% 1049
2021
Q1 		$324K Buy
18,128
+2,111
+13% +$34K 0.01% 1016
2020
Q4 		$207K Buy
+16,017
New +$193K ﹤0.01% 1071
2020
Q2 		– Sell
-2,612
Closed -$29K – 1496
2020
Q1 		$29K Buy
2,612
+827
+46% +$12.3K ﹤0.01% 1342
2019
Q4 		$30K Sell
1,785
-22
-1% -$361 ﹤0.01% 1410
2019
Q3 		$28K Sell
1,807
-71
-4% -$1.11K ﹤0.01% 1417
2019
Q2 		$32K Sell
1,878
-121
-6% -$2.01K ﹤0.01% 1428
2019
Q1 		$33K Buy
1,999
+59
+3% +$983 ﹤0.01% 1404
2018
Q4 		$28K Buy
+1,940
New +$30.7K ﹤0.01% 1428
2017
Q4 		– Sell
-2,606
Closed -$48K – 1561
2017
Q3 		$48K Buy
2,606
+31
+1% +$535 ﹤0.01% 1381
2017
Q2 		$45K Buy
2,575
+124
+5% +$2.15K ﹤0.01% 1368
2017
Q1 		$45K Buy
+2,451
New +$46.4K ﹤0.01% 1374

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Oppenheimer Asset Management's PBCT Position: Q3 2021 in Review

Oppenheimer Asset Management sold out of People's United Financial Inc (PBCT) in Q3 2021, closing a stake of 17,971 shares — an estimated $308K sold.

Oppenheimer Asset Management first reported a position in PBCT in Q1 2017 and held it in 12 quarters. The position peaked at $324K in Q1 2021. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

  • Oppenheimer Asset Management reported no remaining People's United Financial Inc position as of Q3 2021 after selling out during the quarter.
  • Oppenheimer Asset Management sold 17,971 People's United Financial Inc shares in Q3 2021, an estimated $308K.
  • Oppenheimer Asset Management first reported a position in People's United Financial Inc in Q1 2017 and held it in 12 quarters.
  • Oppenheimer Asset Management's People's United Financial Inc position peaked at $324K in Q1 2021.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on Oppenheimer Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.