S
PBCT

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

Surevest’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
-10,845
Closed -$217K – 611
2022
Q1 		$217K Hold
10,845
– – 0.05% 133
2021
Q4 		$193K Hold
10,845
– – 0.05% 120
2021
Q3 		$189K Sell
10,845
-425
-4% -$6.91K 0.05% 107
2021
Q2 		$193K Sell
11,270
-34
-0.3% -$621 0.05% 99
2021
Q1 		$202K Sell
11,304
-304,636
-96% -$4.9M 0.06% 92
2020
Q4 		$4.08M Buy
315,940
+15,086
+5% +$181K 1.36% 32
2020
Q3 		$3.1M Buy
300,854
+56,452
+23% +$613K 1.22% 53
2020
Q2 		$2.83M Buy
244,402
+43,384
+22% +$505K 1.25% 49
2020
Q1 		$2.22M Buy
201,018
+80,651
+67% +$1.2M 1.21% 53
2019
Q4 		$2.03M Buy
120,367
+16,227
+16% +$266K 0.87% 53
2019
Q3 		$1.63M Buy
104,140
+27,263
+35% +$426K 0.8% 50
2019
Q2 		$1.29M Buy
76,877
+34,288
+81% +$569K 0.67% 58
2019
Q1 		$700K Buy
42,589
+23,503
+123% +$392K 0.43% 68
2018
Q4 		$275K Buy
+19,086
New +$302K 0.22% 99

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Surevest's PBCT Position: Q2 2022 in Review

Surevest sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 10,845 shares — an estimated $217K sold.

Surevest first reported a position in PBCT in Q4 2018 and held it in 14 quarters. The position peaked at $4.08M in Q4 2020. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Surevest reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Surevest sold 10,845 People's United Financial Inc shares in Q2 2022, an estimated $217K.
  • Surevest first reported a position in People's United Financial Inc in Q4 2018 and held it in 14 quarters.
  • Surevest's People's United Financial Inc position peaked at $4.08M in Q4 2020.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Surevest's 13F filing for Q2 2022, filed 15 Aug 2022.