TAM
PBCT

Trillium Asset Management’s People's United Financial Inc PBCT Stock Holding History

Trillium Asset Management’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
-18,015
Closed -$208K – 239
2020
Q2 		$208K Hold
18,015
– – 0.01% 230
2020
Q1 		$199K Hold
18,015
– – 0.01% 231
2019
Q4 		$304K Buy
18,015
+3,377
+23% +$55.3K 0.01% 229
2019
Q3 		$229K Buy
+14,638
New +$229K 0.01% 257

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

Trillium Asset Management's PBCT Position: Q3 2020 in Review

Trillium Asset Management sold out of People's United Financial Inc (PBCT) in Q3 2020, closing a stake of 18,015 shares — an estimated $208K sold.

Trillium Asset Management first reported a position in PBCT in Q3 2019 and held it in 4 quarters. The position peaked at $304K in Q4 2019. 478 funds tracked by Wall St. Rank hold PBCT as of Q3 2020.

  • Trillium Asset Management reported no remaining People's United Financial Inc position as of Q3 2020 after selling out during the quarter.
  • Trillium Asset Management sold 18,015 People's United Financial Inc shares in Q3 2020, an estimated $208K.
  • Trillium Asset Management first reported a position in People's United Financial Inc in Q3 2019 and held it in 4 quarters.
  • Trillium Asset Management's People's United Financial Inc position peaked at $304K in Q4 2019.
  • 478 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2020.

Based on Trillium Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.