Steward Partners Investment Advisory’s People's United Financial, Inc. Perpetual Preferred Series A Fixed-to-floating Rate PBCTP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-34,685
Closed -$994K 3426
2021
Q2
$994K Buy
+34,685
New +$975K 0.02% 672

Steward Partners Investment Advisory's PBCTP Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of People's United Financial, Inc. Perpetual Preferred Series A Fixed-to-floating Rate (PBCTP) in Q3 2021, closing a stake of 34,685 shares — an estimated $994K sold.

Steward Partners Investment Advisory first reported a position in PBCTP in Q2 2021 and held it in 1 quarter. The position peaked at $994K in Q2 2021. 0 funds tracked by Wall St. Rank hold PBCTP as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining People's United Financial, Inc. Perpetual Preferred Series A Fixed-to-floating Rate position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 34,685 People's United Financial, Inc. Perpetual Preferred Series A Fixed-to-floating Rate shares in Q3 2021, an estimated $994K.
  • Steward Partners Investment Advisory first reported a position in People's United Financial, Inc. Perpetual Preferred Series A Fixed-to-floating Rate in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's People's United Financial, Inc. Perpetual Preferred Series A Fixed-to-floating Rate position peaked at $994K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held People's United Financial, Inc. Perpetual Preferred Series A Fixed-to-floating Rate as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.