SWP
PBCT

Stratos Wealth Partners’s People's United Financial Inc PBCT Stock Holding History

Stratos Wealth Partners’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
-55,296
Closed -$1.1M – 1321
2022
Q1 		$1.1M Sell
55,296
-13,516
-20% -$276K 0.02% 523
2021
Q4 		$1.23M Buy
68,812
+1,014
+1% +$18.1K 0.03% 504
2021
Q3 		$1.18M Sell
67,798
-2,615
-4% -$42.5K 0.03% 470
2021
Q2 		$1.21M Sell
70,413
-1,094
-2% -$20K 0.03% 486
2021
Q1 		$1.28M Buy
71,507
+122
+0.2% +$1.96K 0.04% 436
2020
Q4 		$923K Sell
71,385
-4,731
-6% -$56.9K 0.03% 470
2020
Q3 		$785K Sell
76,116
-30,559
-29% -$332K 0.03% 472
2020
Q2 		$1.23M Sell
106,675
-39,211
-27% -$456K 0.04% 340
2020
Q1 		$1.61M Sell
145,886
-42,317
-22% -$628K 0.07% 248
2019
Q4 		$3.18M Sell
188,203
-9,257
-5% -$152K 0.12% 178
2019
Q3 		$3.09M Sell
197,460
-5,088
-3% -$79.6K 0.13% 169
2019
Q2 		$3.4M Sell
202,548
-5,821
-3% -$96.6K 0.15% 155
2019
Q1 		$3.43M Sell
208,369
-17,647
-8% -$294K 0.15% 150
2018
Q4 		$3.26M Sell
226,016
-43,365
-16% -$686K 0.17% 130
2018
Q3 		$4.61M Sell
269,381
-2,892
-1% -$52.9K 0.21% 100
2018
Q2 		$4.92M Sell
272,273
-12,825
-4% -$239K 0.22% 92
2018
Q1 		$5.32M Buy
285,098
+12,187
+4% +$237K 0.22% 98
2017
Q4 		$5.1M Sell
272,911
-4,789
-2% -$88.7K 0.23% 94
2017
Q3 		$5.04M Sell
277,700
-8,268
-3% -$143K 0.24% 93
2017
Q2 		$5.05M Buy
285,968
+2,629
+0.9% +$45.7K 0.26% 87
2017
Q1 		$5.16M Buy
283,339
+8,708
+3% +$165K 0.29% 77
2016
Q4 		$5.32M Buy
274,631
+3,108
+1% +$54.9K 0.33% 66
2016
Q3 		$4.29M Sell
271,523
-5,120
-2% -$79.5K 0.29% 72
2016
Q2 		$4.06M Buy
276,643
+15,350
+6% +$238K 0.3% 71
2016
Q1 		$4.16M Buy
261,293
+19,087
+8% +$286K 0.36% 54
2015
Q4 		$3.91M Buy
242,206
+6,228
+3% +$101K 0.33% 62
2015
Q3 		$3.71M Sell
235,978
-1,457
-0.6% -$23.1K 0.47% 42
2015
Q2 		$3.85M Sell
237,435
-9,024
-4% -$140K 0.49% 36
2015
Q1 		$3.74M Buy
246,459
+758
+0.3% +$11.2K 0.45% 41
2014
Q4 		$3.73M Buy
245,701
+21,971
+10% +$322K 0.67% 29
2014
Q3 		$3.24M Buy
223,730
+68,129
+44% +$1.01M 0.76% 29
2014
Q2 		$2.36M Buy
+155,601
New +$2.27M 0.79% 34

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

Stratos Wealth Partners's PBCT Position: Q2 2022 in Review

Stratos Wealth Partners sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 55,296 shares — an estimated $1.1M sold.

Stratos Wealth Partners first reported a position in PBCT in Q2 2014 and held it in 32 quarters. The position peaked at $5.32M in Q1 2018. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Stratos Wealth Partners reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 55,296 People's United Financial Inc shares in Q2 2022, an estimated $1.1M.
  • Stratos Wealth Partners first reported a position in People's United Financial Inc in Q2 2014 and held it in 32 quarters.
  • Stratos Wealth Partners's People's United Financial Inc position peaked at $5.32M in Q1 2018.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Stratos Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.