ST
PBCT

Sageworth Trust’s People's United Financial Inc PBCT Stock Holding History

Sageworth Trust’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
2018
Q1 		– Sell
-18
Closed – – 206
2017
Q4 		$0 Buy
+18
New +$333 ﹤0.01% 157
2015
Q1 		– Sell
-10,620
Closed -$161K – 91
2014
Q4 		$161K Buy
+10,620
New +$155K 0.05% 94

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sageworth Trust's PBCT Position: Q1 2018 in Review

Sageworth Trust sold out of People's United Financial Inc (PBCT) in Q1 2018, closing a stake of 18 shares.

Sageworth Trust first reported a position in PBCT in Q4 2014 and held it in 2 quarters. The position peaked at $161K in Q4 2014. 464 funds tracked by Wall St. Rank hold PBCT as of Q1 2018.

  • Sageworth Trust reported no remaining People's United Financial Inc position as of Q1 2018 after selling out during the quarter.
  • Sageworth Trust sold 18 People's United Financial Inc shares in Q1 2018.
  • Sageworth Trust first reported a position in People's United Financial Inc in Q4 2014 and held it in 2 quarters.
  • Sageworth Trust's People's United Financial Inc position peaked at $161K in Q4 2014.
  • 464 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2018.

Based on Sageworth Trust's 13F filing for Q1 2018, filed 3 May 2018.