STA
PBCT

Summit Trail Advisors’s People's United Financial Inc PBCT Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-5,444
Closed -$108K – 1856
2017
Q4 		$108K Buy
+5,444
New +$101K 0.01% 600

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Trail Advisors's PBCT Position: Q1 2018 in Review

Summit Trail Advisors sold out of People's United Financial Inc (PBCT) in Q1 2018, closing a stake of 5,444 shares — an estimated $108K sold.

Summit Trail Advisors first reported a position in PBCT in Q4 2017 and held it in 1 quarter. The position peaked at $108K in Q4 2017. 464 funds tracked by Wall St. Rank hold PBCT as of Q1 2018.

  • Summit Trail Advisors reported no remaining People's United Financial Inc position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 5,444 People's United Financial Inc shares in Q1 2018, an estimated $108K.
  • Summit Trail Advisors first reported a position in People's United Financial Inc in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's People's United Financial Inc position peaked at $108K in Q4 2017.
  • 464 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.