OPS
PBCT

Orion Portfolio Solutions’s People's United Financial Inc PBCT Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-1,827
Closed -$21K – 2278
2020
Q2 		$21K Sell
1,827
-6,785
-79% -$78.9K ﹤0.01% 944
2020
Q1 		$95K Sell
8,612
-338
-4% -$5.02K 0.01% 454
2019
Q4 		$151K Buy
+8,950
New +$147K 0.01% 349

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Orion Portfolio Solutions's PBCT Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of People's United Financial Inc (PBCT) in Q3 2020, closing a stake of 1,827 shares — an estimated $21K sold.

Orion Portfolio Solutions first reported a position in PBCT in Q4 2019 and held it in 3 quarters. The position peaked at $151K in Q4 2019. 478 funds tracked by Wall St. Rank hold PBCT as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining People's United Financial Inc position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,827 People's United Financial Inc shares in Q3 2020, an estimated $21K.
  • Orion Portfolio Solutions first reported a position in People's United Financial Inc in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's People's United Financial Inc position peaked at $151K in Q4 2019.
  • 478 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.