RIA
PBCT

Realta Investment Advisors’s People's United Financial Inc PBCT Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-1,228
Closed -$20K – 1539
2019
Q4 		$20K Buy
1,228
+45
+4% +$737 0.01% 935
2019
Q3 		$18K Sell
1,183
-38
-3% -$594 ﹤0.01% 959
2019
Q2 		$21K Buy
1,221
+769
+170% +$12.8K 0.01% 932
2019
Q1 		$7K Buy
+452
New +$7.53K ﹤0.01% 1010

Other funds holding PBCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Realta Investment Advisors's PBCT Position: Q1 2020 in Review

Realta Investment Advisors sold out of People's United Financial Inc (PBCT) in Q1 2020, closing a stake of 1,228 shares — an estimated $20K sold.

Realta Investment Advisors first reported a position in PBCT in Q1 2019 and held it in 4 quarters. The position peaked at $21K in Q2 2019. 489 funds tracked by Wall St. Rank hold PBCT as of Q1 2020.

  • Realta Investment Advisors reported no remaining People's United Financial Inc position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,228 People's United Financial Inc shares in Q1 2020, an estimated $20K.
  • Realta Investment Advisors first reported a position in People's United Financial Inc in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's People's United Financial Inc position peaked at $21K in Q2 2019.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.