SIS
PBCT

Sound Income Strategies’s People's United Financial Inc PBCT Stock Holding History

Sound Income Strategies’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
2022
Q2 		– Sell
-365,536
Closed -$7.31M – 979
2022
Q1 		$7.31M Buy
365,536
+40,196
+12% +$821K 0.84% 31
2021
Q4 		$5.8M Buy
325,340
+17,682
+6% +$315K 0.68% 37
2021
Q3 		$5.38M Buy
307,658
+34,336
+13% +$558K 0.69% 35
2021
Q2 		$4.68M Sell
273,322
-57,825
-17% -$1.06M 0.68% 33
2021
Q1 		$5.93M Buy
331,147
+91,690
+38% +$1.48M 1% 18
2020
Q4 		$3.1M Buy
239,457
+63,590
+36% +$764K 0.68% 22
2020
Q3 		$1.81M Buy
175,867
+32,409
+23% +$352K 0.5% 26
2020
Q2 		$1.66M Buy
143,458
+19,155
+15% +$223K 0.5% 31
2020
Q1 		$1.37M Buy
124,303
+23,032
+23% +$342K 0.47% 28
2019
Q4 		$1.71M Buy
101,271
+12,574
+14% +$206K 0.46% 33
2019
Q3 		$1.39M Buy
88,697
+16,407
+23% +$257K 0.42% 32
2019
Q2 		$1.21M Buy
72,290
+22,837
+46% +$379K 0.42% 30
2019
Q1 		$813K Buy
49,453
+562
+1% +$9.36K 0.37% 33
2018
Q4 		$705K Buy
48,891
+1,305
+3% +$20.7K 0.37% 33
2018
Q3 		$815K Buy
47,586
+19,288
+68% +$353K 0.4% 34
2018
Q2 		$512K Buy
28,298
+10,600
+60% +$197K 0.3% 38
2018
Q1 		$330K Buy
17,698
+17,450
+7,036% +$339K 0.22% 42
2017
Q4 		$5K Buy
+248
New +$4.59K ﹤0.01% 332

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Sound Income Strategies's PBCT Position: Q2 2022 in Review

Sound Income Strategies sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 365,536 shares — an estimated $7.31M sold.

Sound Income Strategies first reported a position in PBCT in Q4 2017 and held it in 18 quarters. The position peaked at $7.31M in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Sound Income Strategies reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Sound Income Strategies sold 365,536 People's United Financial Inc shares in Q2 2022, an estimated $7.31M.
  • Sound Income Strategies first reported a position in People's United Financial Inc in Q4 2017 and held it in 18 quarters.
  • Sound Income Strategies's People's United Financial Inc position peaked at $7.31M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Sound Income Strategies's 13F filing for Q2 2022, filed 11 Jul 2022.