SP
PBCT

Successful Portfolios’s People's United Financial Inc PBCT Stock Holding History

Successful Portfolios’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
-14,431
Closed -$288K – 213
2022
Q1 		$288K Sell
14,431
-500
-3% -$10.2K 0.16% 150
2021
Q4 		$266K Hold
14,931
– – 0.14% 161
2021
Q3 		$261K Buy
14,931
+1
+0% +$16 0.16% 157
2021
Q2 		$256K Sell
14,930
-500
-3% -$9.13K 0.16% 163
2021
Q1 		$276K Hold
15,430
– – 0.18% 142
2020
Q4 		$200K Buy
15,430
+1
+0% +$12 0.14% 170
2020
Q3 		$159K Sell
15,429
-700
-4% -$7.61K 0.13% 165
2020
Q2 		$187K Sell
16,129
-504
-3% -$5.86K 0.16% 149
2020
Q1 		$184K Buy
16,633
+1,691
+11% +$25.1K 0.19% 136
2019
Q4 		$253K Sell
14,942
-2,111
-12% -$34.6K 0.23% 119
2019
Q3 		$267K Sell
17,053
-14
-0.1% -$219 0.25% 113
2019
Q2 		$286K Sell
17,067
-48
-0.3% -$797 0.31% 99
2019
Q1 		$281K Sell
17,115
-15
-0.1% -$250 0.31% 98
2018
Q4 		$247K Sell
17,130
-9
-0.1% -$142 0.32% 97
2018
Q3 		$293K Sell
17,139
-75
-0.4% -$1.37K 0.32% 99
2018
Q2 		$311K Sell
17,214
-55
-0.3% -$1.02K 0.36% 88
2018
Q1 		$322K Sell
17,269
-306
-2% -$5.94K 0.39% 81
2017
Q4 		$329K Buy
+17,575
New +$326K 0.41% 81

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

Successful Portfolios's PBCT Position: Q2 2022 in Review

Successful Portfolios sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 14,431 shares — an estimated $288K sold.

Successful Portfolios first reported a position in PBCT in Q4 2017 and held it in 18 quarters. The position peaked at $329K in Q4 2017. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Successful Portfolios reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Successful Portfolios sold 14,431 People's United Financial Inc shares in Q2 2022, an estimated $288K.
  • Successful Portfolios first reported a position in People's United Financial Inc in Q4 2017 and held it in 18 quarters.
  • Successful Portfolios's People's United Financial Inc position peaked at $329K in Q4 2017.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Successful Portfolios's 13F filing for Q2 2022, filed 22 Jul 2022.