People's United Financial’s iShares S&P 100 ETF OEF Stock Holding History

People's United Financial’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,227	Closed	-$242K	–	713
2021 Q3	$242K	Hold	1,227	–	–	0.01%	673
2021 Q2	$241K	Hold	1,227	–	–	0.01%	672
2021 Q1	$221K	Hold	1,227	–	–	0.01%	658
2020 Q4	$211K	Buy	+1,227	New	+$200K	0.01%	632
2017 Q3	–	Sell	-972	Closed	-$104K	–	798
2017 Q2	$104K	Hold	972	–	–	﹤0.01%	666
2017 Q1	$102K	Hold	972	–	–	﹤0.01%	653
2016 Q4	$97K	Hold	972	–	–	﹤0.01%	631
2016 Q3	$93K	Hold	972	–	–	﹤0.01%	490
2016 Q2	$90K	Hold	972	–	–	﹤0.01%	489
2016 Q1	$89K	Hold	972	–	–	﹤0.01%	496
2015 Q4	$89K	Hold	972	–	–	﹤0.01%	508
2015 Q3	$82K	Hold	972	–	–	﹤0.01%	505
2015 Q2	$88K	Hold	972	–	–	﹤0.01%	508
2015 Q1	$88K	Hold	972	–	–	﹤0.01%	497
2014 Q4	$88K	Hold	972	–	–	﹤0.01%	496
2014 Q3	$86K	Hold	972	–	–	﹤0.01%	501
2014 Q2	$84K	Hold	972	–	–	﹤0.01%	511
2014 Q1	$80K	Hold	972	–	–	﹤0.01%	479
2013 Q4	$80K	Hold	972	–	–	﹤0.01%	480
2013 Q3	$73K	Hold	972	–	–	﹤0.01%	484
2013 Q2	$70K	Buy	+972	New	+$70.6K	﹤0.01%	461

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MFW

Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

People's United Financial's OEF Position: Q4 2021 in Review

People's United Financial sold out of iShares S&P 100 ETF (OEF) in Q4 2021, closing a stake of 1,227 shares — an estimated $242K sold.

People's United Financial first reported a position in OEF in Q2 2013 and held it in 21 quarters. The position peaked at $242K in Q3 2021. 511 funds tracked by Wall St. Rank hold OEF as of Q4 2021.

People's United Financial reported no remaining iShares S&P 100 ETF position as of Q4 2021 after selling out during the quarter.
People's United Financial sold 1,227 iShares S&P 100 ETF shares in Q4 2021, an estimated $242K.
People's United Financial first reported a position in iShares S&P 100 ETF in Q2 2013 and held it in 21 quarters.
People's United Financial's iShares S&P 100 ETF position peaked at $242K in Q3 2021.
511 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2021.

Based on People's United Financial's 13F filing for Q4 2021, filed 14 Feb 2022.