PWPS
PBCT

Pinnacle Wealth Planning Services’s People's United Financial Inc PBCT Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-261
Closed -$3K – 2216
2020
Q4 		$3K Buy
+261
New +$3.14K ﹤0.01% 1888

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's PBCT Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of People's United Financial Inc (PBCT) in Q1 2021, closing a stake of 261 shares — an estimated $3K sold.

Pinnacle Wealth Planning Services first reported a position in PBCT in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 484 funds tracked by Wall St. Rank hold PBCT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining People's United Financial Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 261 People's United Financial Inc shares in Q1 2021, an estimated $3K.
  • Pinnacle Wealth Planning Services first reported a position in People's United Financial Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's People's United Financial Inc position peaked at $3K in Q4 2020.
  • 484 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.