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

Reilly Financial 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
2021 Q3	–	Sell	-1,064	Closed	-$18K	–	1103
2021 Q2	$18K	Hold	1,064	–	–	﹤0.01%	576
2021 Q1	$19K	Hold	1,064	–	–	﹤0.01%	555
2020 Q4	$14K	Hold	1,064	–	–	﹤0.01%	569
2020 Q3	$11K	Hold	1,064	–	–	﹤0.01%	560
2020 Q2	$12K	Hold	1,064	–	–	﹤0.01%	547
2020 Q1	$12K	Hold	1,064	–	–	﹤0.01%	531
2019 Q4	$18K	Hold	1,064	–	–	﹤0.01%	533
2019 Q3	$17K	Hold	1,064	–	–	﹤0.01%	545
2019 Q2	$18K	Sell	1,064 -59	-5%	-$980	﹤0.01%	565
2019 Q1	$18K	Buy	1,123 +59	+6%	+$983	﹤0.01%	559
2018 Q4	$15K	Hold	1,064	–	–	﹤0.01%	569
2018 Q3	$18K	Hold	1,064	–	–	﹤0.01%	588
2018 Q2	$19K	Hold	1,064	–	–	﹤0.01%	528
2018 Q1	$20K	Hold	1,064	–	–	﹤0.01%	499
2017 Q4	$20K	Hold	1,064	–	–	﹤0.01%	518
2017 Q3	$19K	Hold	1,064	–	–	﹤0.01%	514
2017 Q2	$19K	Hold	1,064	–	–	﹤0.01%	512
2017 Q1	$19K	Buy	+1,064	New	+$20.1K	﹤0.01%	491

Other funds holding PBCT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Reilly Financial Advisors's PBCT Position: Q3 2021 in Review

Reilly Financial Advisors sold out of People's United Financial Inc (PBCT) in Q3 2021, closing a stake of 1,064 shares — an estimated $18K sold.

Reilly Financial Advisors first reported a position in PBCT in Q1 2017 and held it in 18 quarters. The position peaked at $20K in Q1 2018. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

Reilly Financial Advisors reported no remaining People's United Financial Inc position as of Q3 2021 after selling out during the quarter.
Reilly Financial Advisors sold 1,064 People's United Financial Inc shares in Q3 2021, an estimated $18K.
Reilly Financial Advisors first reported a position in People's United Financial Inc in Q1 2017 and held it in 18 quarters.
Reilly Financial Advisors's People's United Financial Inc position peaked at $20K in Q1 2018.
489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.