UCFA
PBCT

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

United Capital 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
2022
Q2 		– Sell
-38,018
Closed -$760K – 1215
2022
Q1 		$760K Sell
38,018
-2,080
-5% -$42.5K ﹤0.01% 730
2021
Q4 		$715K Sell
40,098
-3,373
-8% -$60.1K ﹤0.01% 769
2021
Q3 		$759K Sell
43,471
-17,474
-29% -$284K ﹤0.01% 746
2021
Q2 		$1.04M Sell
60,945
-3,588
-6% -$65.5K 0.01% 688
2021
Q1 		$1.16M Sell
64,533
-8,754
-12% -$141K 0.01% 630
2020
Q4 		$948K Sell
73,287
-4,131
-5% -$49.7K 0.01% 688
2020
Q3 		$798K Sell
77,418
-141
-0.2% -$1.53K 0.01% 718
2020
Q2 		$897K Buy
77,559
+17,486
+29% +$203K 0.01% 693
2020
Q1 		$664K Sell
60,073
-4,689
-7% -$69.6K 0.01% 727
2019
Q4 		$1.09M Buy
64,762
+15,568
+32% +$255K 0.01% 741
2019
Q3 		$769K Sell
49,194
-95,627
-66% -$1.5M 0.01% 825
2019
Q2 		$2.43M Sell
144,821
-808
-0.6% -$13.4K 0.02% 562
2019
Q1 		$2.39M Buy
145,629
+47,472
+48% +$791K 0.02% 553
2018
Q4 		$1.42M Sell
98,157
-21,025
-18% -$333K 0.01% 635
2018
Q3 		$2.04M Buy
119,182
+12,104
+11% +$221K 0.01% 609
2018
Q2 		$1.94M Buy
107,078
+3,001
+3% +$55.8K 0.01% 602
2018
Q1 		$1.94M Buy
104,077
+9,454
+10% +$184K 0.01% 596
2017
Q4 		$1.77M Buy
94,623
+8,455
+10% +$157K 0.01% 625
2017
Q3 		$1.56M Buy
86,168
+12,040
+16% +$208K 0.01% 643
2017
Q2 		$1.31M Buy
74,128
+20,739
+39% +$360K 0.01% 689
2017
Q1 		$972K Sell
53,389
-5,272
-9% -$99.7K 0.01% 754
2016
Q4 		$1.14M Sell
58,661
-5,273
-8% -$93.2K 0.01% 719
2016
Q3 		$1.01M Buy
+63,934
New +$993K 0.01% 770
2016
Q1 		– Sell
-11,059
Closed -$179K – 1297
2015
Q4 		$179K Sell
11,059
-25,324
-70% -$412K ﹤0.01% 1142
2015
Q3 		$572K Buy
36,383
+321
+0.9% +$5.1K 0.01% 853
2015
Q2 		$585K Buy
36,062
+781
+2% +$12.1K 0.01% 860
2015
Q1 		$533K Buy
35,281
+6,093
+21% +$90.3K 0.01% 876
2014
Q4 		$443K Sell
29,188
-185
-0.6% -$2.71K 0.01% 860
2014
Q3 		$425K Buy
29,373
+1,603
+6% +$23.8K 0.01% 831
2014
Q2 		$421K Buy
27,770
+1,839
+7% +$26.9K 0.01% 713
2014
Q1 		$386K Buy
+25,931
New +$377K 0.01% 705

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

United Capital Financial Advisors's PBCT Position: Q2 2022 in Review

United Capital Financial Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 38,018 shares — an estimated $760K sold.

United Capital Financial Advisors first reported a position in PBCT in Q1 2014 and held it in 31 quarters. The position peaked at $2.43M in Q2 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • United Capital Financial Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 38,018 People's United Financial Inc shares in Q2 2022, an estimated $760K.
  • United Capital Financial Advisors first reported a position in People's United Financial Inc in Q1 2014 and held it in 31 quarters.
  • United Capital Financial Advisors's People's United Financial Inc position peaked at $2.43M in Q2 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.