TFA
PBCT

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

Transamerica Financial 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
2020
Q3 		– Sell
-1
Closed -$1K – 527
2020
Q2 		$1K Buy
+1
New +$12 ﹤0.01% 515
2016
Q1 		– Sell
-8
Closed -$1K – 866
2015
Q4 		$1K Hold
8
– – ﹤0.01% 797
2015
Q3 		$1K Sell
8
-138
-95% -$2.19K ﹤0.01% 805
2015
Q2 		$3K Sell
146
-8
-5% -$124 ﹤0.01% 741
2015
Q1 		$3K Sell
154
-102
-40% -$1.51K ﹤0.01% 749
2014
Q4 		$4K Sell
256
-16,055
-98% -$235K ﹤0.01% 572
2014
Q3 		$237K Buy
16,311
+97
+0.6% +$1.44K 0.02% 242
2014
Q2 		$246K Buy
16,214
+1,078
+7% +$15.8K 0.02% 257
2014
Q1 		$226K Buy
15,136
+1,639
+12% +$23.9K 0.02% 246
2013
Q4 		$205K Sell
13,497
-11,853
-47% -$174K 0.02% 245
2013
Q3 		$365K Buy
25,350
+5,794
+30% +$85.9K 0.05% 168
2013
Q2 		$292K Buy
+19,556
New +$267K 0.05% 172

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Transamerica Financial Advisors's PBCT Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of People's United Financial Inc (PBCT) in Q3 2020, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in PBCT in Q2 2013 and held it in 12 quarters. The position peaked at $365K in Q3 2013. 478 funds tracked by Wall St. Rank hold PBCT as of Q3 2020.

  • Transamerica Financial Advisors reported no remaining People's United Financial Inc position as of Q3 2020 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 People's United Financial Inc share in Q3 2020, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in People's United Financial Inc in Q2 2013 and held it in 12 quarters.
  • Transamerica Financial Advisors's People's United Financial Inc position peaked at $365K in Q3 2013.
  • 478 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.