TW
PBCT

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

Transform Wealth’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
2017
Q2 		– Sell
-42,127
Closed -$767K – 203
2017
Q1 		$767K Sell
42,127
-631
-1% -$11.9K 0.29% 123
2016
Q4 		$828K Buy
42,758
+3,587
+9% +$63.4K 0.33% 103
2016
Q3 		$620K Buy
39,171
+300
+0.8% +$4.66K 0.27% 121
2016
Q2 		$570K Buy
+38,871
New +$603K 0.24% 128

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Transform Wealth's PBCT Position: Q2 2017 in Review

Transform Wealth sold out of People's United Financial Inc (PBCT) in Q2 2017, closing a stake of 42,127 shares — an estimated $767K sold.

Transform Wealth first reported a position in PBCT in Q2 2016 and held it in 4 quarters. The position peaked at $828K in Q4 2016. 416 funds tracked by Wall St. Rank hold PBCT as of Q2 2017.

  • Transform Wealth reported no remaining People's United Financial Inc position as of Q2 2017 after selling out during the quarter.
  • Transform Wealth sold 42,127 People's United Financial Inc shares in Q2 2017, an estimated $767K.
  • Transform Wealth first reported a position in People's United Financial Inc in Q2 2016 and held it in 4 quarters.
  • Transform Wealth's People's United Financial Inc position peaked at $828K in Q4 2016.
  • 416 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2017.

Based on Transform Wealth's 13F filing for Q2 2017, filed 2 Aug 2017.