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

Ropes Wealth 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 Q2	–	Sell	-230	Closed	-$3K	–	622
2020 Q1	$3K	Buy	+230	New	+$3.41K	﹤0.01%	487
2017 Q3	–	Sell	-2,842	Closed	-$50K	–	722
2017 Q2	$50K	Sell	2,842 -670	-19%	-$11.6K	0.01%	332
2017 Q1	$64K	Hold	3,512	–	–	0.02%	301
2016 Q4	$68K	Buy	3,512 +670	+24%	+$11.8K	0.02%	286
2016 Q3	$45K	Hold	2,842	–	–	0.02%	286
2016 Q2	$42K	Hold	2,842	–	–	0.01%	276
2016 Q1	$45K	Hold	2,842	–	–	0.02%	224
2015 Q4	$46K	Hold	2,842	–	–	0.02%	250
2015 Q3	$45K	Hold	2,842	–	–	0.02%	263
2015 Q2	$46K	Hold	2,842	–	–	0.03%	197
2015 Q1	$43K	Buy	+2,842	New	+$42.1K	0.02%	203

Other funds holding PBCT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Ropes Wealth Advisors's PBCT Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q2 2020, closing a stake of 230 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in PBCT in Q1 2015 and held it in 11 quarters. The position peaked at $68K in Q4 2016. 481 funds tracked by Wall St. Rank hold PBCT as of Q2 2020.

Ropes Wealth Advisors reported no remaining People's United Financial Inc position as of Q2 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 230 People's United Financial Inc shares in Q2 2020, an estimated $3K.
Ropes Wealth Advisors first reported a position in People's United Financial Inc in Q1 2015 and held it in 11 quarters.
Ropes Wealth Advisors's People's United Financial Inc position peaked at $68K in Q4 2016.
481 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.