SI
PBCT

Stephens Inc’s People's United Financial Inc PBCT Stock Holding History

Stephens Inc’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
-36,334
Closed -$726K – 1367
2022
Q1 		$726K Sell
36,334
-3,989
-10% -$81.4K 0.01% 678
2021
Q4 		$719K Sell
40,323
-23,586
-37% -$421K 0.01% 742
2021
Q3 		$1.12M Buy
63,909
+12,653
+25% +$206K 0.02% 614
2021
Q2 		$879K Buy
51,256
+5,160
+11% +$94.3K 0.01% 706
2021
Q1 		$825K Buy
46,096
+30,132
+189% +$485K 0.01% 681
2020
Q4 		$206K Buy
15,964
+1,184
+8% +$14.2K ﹤0.01% 1076
2020
Q3 		$152K Buy
14,780
+550
+4% +$5.98K ﹤0.01% 1053
2020
Q2 		$165K Buy
14,230
+2,590
+22% +$30.1K ﹤0.01% 997
2020
Q1 		$129K Buy
+11,640
New +$173K ﹤0.01% 954
2016
Q1 		– Sell
-23,830
Closed -$385K – 808
2015
Q4 		$385K Buy
23,830
+1,040
+5% +$16.9K 0.02% 494
2015
Q3 		$358K Buy
22,790
+1,639
+8% +$26K 0.02% 508
2015
Q2 		$343K Buy
21,151
+2,122
+11% +$33K 0.02% 574
2015
Q1 		$289K Buy
19,029
+4,335
+30% +$64.3K 0.01% 616
2014
Q4 		$223K Buy
14,694
+884
+6% +$12.9K 0.01% 686
2014
Q3 		$200K Buy
+13,810
New +$205K 0.01% 722

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $567M AUM 16.01% 1-Year Est. Return

Stephens Inc's PBCT Position: Q2 2022 in Review

Stephens Inc sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 36,334 shares — an estimated $726K sold.

Stephens Inc first reported a position in PBCT in Q3 2014 and held it in 15 quarters. The position peaked at $1.12M in Q3 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Stephens Inc reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Stephens Inc sold 36,334 People's United Financial Inc shares in Q2 2022, an estimated $726K.
  • Stephens Inc first reported a position in People's United Financial Inc in Q3 2014 and held it in 15 quarters.
  • Stephens Inc's People's United Financial Inc position peaked at $1.12M in Q3 2021.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Stephens Inc's 13F filing for Q2 2022, filed 3 Aug 2022.