PCS
PBCT

Personal CFO Solutions’s People's United Financial Inc PBCT Stock Holding History

Personal CFO 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
Q4 		– Sell
-11,824
Closed – – 412
2020
Q3 		$0 Buy
+11,824
New +$128K ﹤0.01% 350
2020
Q1 		– Sell
-18,752
Closed -$314K – 390
2019
Q4 		$314K Buy
+18,752
New +$307K 0.09% 194

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Personal CFO Solutions's PBCT Position: Q4 2020 in Review

Personal CFO Solutions sold out of People's United Financial Inc (PBCT) in Q4 2020, closing a stake of 11,824 shares.

Personal CFO Solutions first reported a position in PBCT in Q4 2019 and held it in 2 quarters. The position peaked at $314K in Q4 2019. 506 funds tracked by Wall St. Rank hold PBCT as of Q4 2020.

  • Personal CFO Solutions reported no remaining People's United Financial Inc position as of Q4 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 11,824 People's United Financial Inc shares in Q4 2020.
  • Personal CFO Solutions first reported a position in People's United Financial Inc in Q4 2019 and held it in 2 quarters.
  • Personal CFO Solutions's People's United Financial Inc position peaked at $314K in Q4 2019.
  • 506 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2020.

Based on Personal CFO Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.