Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RWA
PBCT
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
$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
$5.7T AUM
30.48%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
PP
Prudential plc
London, England, United Kingdom
$17.1B AUM
15.7%
1-Year Est. Return
ProShare Advisors
Bethesda, Maryland
$67.5B AUM
28.09%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close