PWM
PBCT

PRW Wealth Management’s People's United Financial Inc PBCT Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-100
Closed -$2K – 741
2019
Q1 		$2K Hold
100
– – ﹤0.01% 546
2018
Q4 		$1K Buy
+100
New +$1.58K ﹤0.01% 644

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

PRW Wealth Management's PBCT Position: Q2 2019 in Review

PRW Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2019, closing a stake of 100 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in PBCT in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 494 funds tracked by Wall St. Rank hold PBCT as of Q2 2019.

  • PRW Wealth Management reported no remaining People's United Financial Inc position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 100 People's United Financial Inc shares in Q2 2019, an estimated $2K.
  • PRW Wealth Management first reported a position in People's United Financial Inc in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's People's United Financial Inc position peaked at $2K in Q1 2019.
  • 494 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.