SS
PBCT

Simplicity Solutions’s People's United Financial Inc PBCT Stock Holding History

Simplicity Solutions’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
-21,305
Closed -$365K – 620
2021
Q2 		$365K Buy
21,305
+542
+3% +$9.9K 0.07% 313
2021
Q1 		$372K Sell
20,763
-29,014
-58% -$467K 0.08% 262
2020
Q4 		$643K Buy
49,777
+3,744
+8% +$45K 0.01% 641
2020
Q3 		$474K Sell
46,033
-7,155
-13% -$77.7K 0.01% 637
2020
Q2 		$616K Sell
53,188
-22,205
-29% -$258K 0.01% 591
2020
Q1 		$833K Buy
75,393
+19,639
+35% +$292K 0.03% 385
2019
Q4 		$942K Buy
55,754
+28,679
+106% +$470K 0.03% 396
2019
Q3 		$423K Buy
27,075
+1,899
+8% +$29.7K 0.02% 458
2019
Q2 		$422K Buy
+25,176
New +$418K 0.02% 401
2018
Q4 		– Sell
-23,147
Closed -$396K – 805
2018
Q3 		$396K Sell
23,147
-41,520
-64% -$760K 0.02% 313
2018
Q2 		$1.17M Sell
64,667
-6,839
-10% -$127K 0.08% 135
2018
Q1 		$1.33M Sell
71,506
-2,517
-3% -$48.9K 0.12% 107
2017
Q4 		$1.38M Buy
74,023
+53,333
+258% +$988K 0.13% 103
2017
Q3 		$375K Sell
20,690
-49,111
-70% -$847K 0.25% 110
2017
Q2 		$1.23M Buy
69,801
+5,722
+9% +$99.4K 0.15% 118
2017
Q1 		$1.17M Buy
64,079
+5,051
+9% +$95.5K 0.18% 116
2016
Q4 		$1.14M Buy
59,028
+28,216
+92% +$499K 0.26% 83
2016
Q3 		$487K Sell
30,812
-19,634
-39% -$305K 0.24% 106
2016
Q2 		$740K Buy
50,446
+5,508
+12% +$85.5K 0.4% 71
2016
Q1 		$716K Buy
+44,938
New +$674K 0.44% 65

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Simplicity Solutions's PBCT Position: Q3 2021 in Review

Simplicity Solutions sold out of People's United Financial Inc (PBCT) in Q3 2021, closing a stake of 21,305 shares — an estimated $365K sold.

Simplicity Solutions first reported a position in PBCT in Q1 2016 and held it in 20 quarters. The position peaked at $1.38M in Q4 2017. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

  • Simplicity Solutions reported no remaining People's United Financial Inc position as of Q3 2021 after selling out during the quarter.
  • Simplicity Solutions sold 21,305 People's United Financial Inc shares in Q3 2021, an estimated $365K.
  • Simplicity Solutions first reported a position in People's United Financial Inc in Q1 2016 and held it in 20 quarters.
  • Simplicity Solutions's People's United Financial Inc position peaked at $1.38M in Q4 2017.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on Simplicity Solutions's 13F filing for Q3 2021, filed 9 Nov 2021.