RWM
PBCT

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

Raffa 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
Q3 		– Sell
-51
Closed -$856 – 786
2019
Q2 		$856 Buy
+51
New +$847 ﹤0.01% 701

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Raffa Wealth Management's PBCT Position: Q3 2019 in Review

Raffa Wealth Management sold out of People's United Financial Inc (PBCT) in Q3 2019, closing a stake of 51 shares — an estimated $856 sold.

Raffa Wealth Management first reported a position in PBCT in Q2 2019 and held it in 1 quarter. The position peaked at $856 in Q2 2019. 479 funds tracked by Wall St. Rank hold PBCT as of Q3 2019.

  • Raffa Wealth Management reported no remaining People's United Financial Inc position as of Q3 2019 after selling out during the quarter.
  • Raffa Wealth Management sold 51 People's United Financial Inc shares in Q3 2019, an estimated $856.
  • Raffa Wealth Management first reported a position in People's United Financial Inc in Q2 2019 and held it in 1 quarter.
  • Raffa Wealth Management's People's United Financial Inc position peaked at $856 in Q2 2019.
  • 479 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2019.

Based on Raffa Wealth Management's 13F filing for Q3 2019, filed 27 Jul 2026.