OC
PBCT

Oppenheimer & Co’s People's United Financial Inc PBCT Stock Holding History

Oppenheimer & Co’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
2020
Q1 		– Sell
-18,085
Closed -$306K – 1362
2019
Q4 		$306K Buy
18,085
+1,000
+6% +$16.4K 0.01% 1014
2019
Q3 		$268K Sell
17,085
-27,191
-61% -$425K 0.01% 1022
2019
Q2 		$743K Sell
44,276
-11,715
-21% -$194K 0.02% 683
2019
Q1 		$921K Buy
55,991
+1,511
+3% +$25.2K 0.02% 611
2018
Q4 		$786K Buy
54,480
+12
+0% +$190 0.02% 591
2018
Q3 		$933K Buy
54,468
+235
+0.4% +$4.3K 0.02% 620
2018
Q2 		$981K Buy
54,233
+21
+0% +$391 0.03% 601
2018
Q1 		$1.01M Sell
54,212
-3,016
-5% -$58.6K 0.03% 605
2017
Q4 		$1.07M Sell
57,228
-1,194
-2% -$22.1K 0.03% 594
2017
Q3 		$1.06M Sell
58,422
-862
-1% -$14.9K 0.03% 594
2017
Q2 		$1.05M Sell
59,284
-607
-1% -$10.5K 0.03% 584
2017
Q1 		$1.09M Sell
59,891
-2,791
-4% -$52.8K 0.03% 554
2016
Q4 		$1.21M Sell
62,682
-2,691
-4% -$47.6K 0.04% 505
2016
Q3 		$1.03M Buy
65,373
+1,011
+2% +$15.7K 0.03% 557
2016
Q2 		$944K Sell
64,362
-1,864
-3% -$28.9K 0.03% 571
2016
Q1 		$1.05M Sell
66,226
-321
-0.5% -$4.82K 0.03% 525
2015
Q4 		$1.07M Buy
66,547
+6,737
+11% +$110K 0.03% 530
2015
Q3 		$941K Buy
59,810
+10
+0% +$159 0.03% 602
2015
Q2 		$969K Buy
59,800
+35,500
+146% +$551K 0.03% 639
2015
Q1 		$369K Hold
24,300
– – 0.01% 1016
2014
Q4 		$369K Hold
24,300
– – 0.01% 945
2014
Q3 		$351K Hold
24,300
– – 0.01% 1005
2014
Q2 		$368K Sell
24,300
-500
-2% -$7.31K 0.01% 976
2014
Q1 		$368K Sell
24,800
-7,175
-22% -$104K 0.01% 962
2013
Q4 		$484K Sell
31,975
-51,592
-62% -$758K 0.02% 824
2013
Q3 		$1.2M Sell
83,567
-1,200
-1% -$17.8K 0.04% 470
2013
Q2 		$1.26M Buy
+84,767
New +$1.16M 0.05% 442

Other funds holding PBCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Oppenheimer & Co's PBCT Position: Q1 2020 in Review

Oppenheimer & Co sold out of People's United Financial Inc (PBCT) in Q1 2020, closing a stake of 18,085 shares — an estimated $306K sold.

Oppenheimer & Co first reported a position in PBCT in Q2 2013 and held it in 27 quarters. The position peaked at $1.26M in Q2 2013. 488 funds tracked by Wall St. Rank hold PBCT as of Q1 2020.

  • Oppenheimer & Co reported no remaining People's United Financial Inc position as of Q1 2020 after selling out during the quarter.
  • Oppenheimer & Co sold 18,085 People's United Financial Inc shares in Q1 2020, an estimated $306K.
  • Oppenheimer & Co first reported a position in People's United Financial Inc in Q2 2013 and held it in 27 quarters.
  • Oppenheimer & Co's People's United Financial Inc position peaked at $1.26M in Q2 2013.
  • 488 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2020.

Based on Oppenheimer & Co's 13F filing for Q1 2020, filed 8 May 2020.