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People's United Financial’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

People's United Financial’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-14,250
Closed -$779K – 709
2019
Q4 		$779K Buy
14,250
+2,996
+27% +$164K 0.02% 415
2019
Q3 		$617K Buy
11,254
+6,689
+147% +$363K 0.02% 470
2019
Q2 		$245K Buy
+4,565
New +$239K 0.01% 690

Other funds holding QLTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

People's United Financial's QLTA Position: Q1 2020 in Review

People's United Financial sold out of iShares AAA-A Rated Corporate Bond ETF (QLTA) in Q1 2020, closing a stake of 14,250 shares — an estimated $779K sold.

People's United Financial first reported a position in QLTA in Q2 2019 and held it in 3 quarters. The position peaked at $779K in Q4 2019. 84 funds tracked by Wall St. Rank hold QLTA as of Q1 2020.

  • People's United Financial reported no remaining iShares AAA-A Rated Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • People's United Financial sold 14,250 iShares AAA-A Rated Corporate Bond ETF shares in Q1 2020, an estimated $779K.
  • People's United Financial first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
  • People's United Financial's iShares AAA-A Rated Corporate Bond ETF position peaked at $779K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2020.

Based on People's United Financial's 13F filing for Q1 2020, filed 12 May 2020.