OIA
PBCT

Optimum Investment Advisors’s People's United Financial Inc PBCT Stock Holding History

Optimum Investment Advisors’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
2019
Q4 		– Sell
-150
Closed -$2K – 1032
2019
Q3 		$2K Buy
+150
New +$2.35K ﹤0.01% 949

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 $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Optimum Investment Advisors's PBCT Position: Q4 2019 in Review

Optimum Investment Advisors sold out of People's United Financial Inc (PBCT) in Q4 2019, closing a stake of 150 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in PBCT in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 506 funds tracked by Wall St. Rank hold PBCT as of Q4 2019.

  • Optimum Investment Advisors reported no remaining People's United Financial Inc position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 150 People's United Financial Inc shares in Q4 2019, an estimated $2K.
  • Optimum Investment Advisors first reported a position in People's United Financial Inc in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's People's United Financial Inc position peaked at $2K in Q3 2019.
  • 506 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.