SFS
PBCT

Sowell Financial Services’s People's United Financial Inc PBCT Stock Holding History

Sowell Financial Services’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
-11,763
Closed -$202K – 571
2021
Q2 		$202K Sell
11,763
-916
-7% -$16.7K 0.01% 512
2021
Q1 		$239K Buy
12,679
+3,052
+32% +$49.1K 0.01% 951
2020
Q4 		$124K Buy
9,627
+7,666
+391% +$92.1K 0.01% 1069
2020
Q3 		$20K Buy
1,961
+1,783
+1,002% +$19.4K ﹤0.01% 1571
2020
Q2 		$2K Hold
178
– – ﹤0.01% 2228
2020
Q1 		$2K Sell
178
-80
-31% -$1.19K ﹤0.01% 2152
2019
Q4 		$4K Sell
258
-455
-64% -$7.46K ﹤0.01% 2023
2019
Q3 		$11K Buy
+713
New +$11.2K ﹤0.01% 1516

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

Sowell Financial Services's PBCT Position: Q3 2021 in Review

Sowell Financial Services sold out of People's United Financial Inc (PBCT) in Q3 2021, closing a stake of 11,763 shares — an estimated $202K sold.

Sowell Financial Services first reported a position in PBCT in Q3 2019 and held it in 8 quarters. The position peaked at $239K in Q1 2021. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

  • Sowell Financial Services reported no remaining People's United Financial Inc position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 11,763 People's United Financial Inc shares in Q3 2021, an estimated $202K.
  • Sowell Financial Services first reported a position in People's United Financial Inc in Q3 2019 and held it in 8 quarters.
  • Sowell Financial Services's People's United Financial Inc position peaked at $239K in Q1 2021.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.