UR
PBCT

USCA RIA’s People's United Financial Inc PBCT Stock Holding History

USCA RIA’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
Q1 		– Sell
-186,790
Closed -$3.16M – 496
2019
Q4 		$3.16M Buy
+186,790
New +$3.06M 0.28% 113
2019
Q2 		– Sell
-138,034
Closed -$2.27M – 480
2019
Q1 		$2.27M Buy
+138,034
New +$2.3M 0.25% 131

Other funds holding PBCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

USCA RIA's PBCT Position: Q1 2020 in Review

USCA RIA sold out of People's United Financial Inc (PBCT) in Q1 2020, closing a stake of 186,790 shares — an estimated $3.16M sold.

USCA RIA first reported a position in PBCT in Q1 2019 and held it in 2 quarters. The position peaked at $3.16M in Q4 2019. 489 funds tracked by Wall St. Rank hold PBCT as of Q1 2020.

  • USCA RIA reported no remaining People's United Financial Inc position as of Q1 2020 after selling out during the quarter.
  • USCA RIA sold 186,790 People's United Financial Inc shares in Q1 2020, an estimated $3.16M.
  • USCA RIA first reported a position in People's United Financial Inc in Q1 2019 and held it in 2 quarters.
  • USCA RIA's People's United Financial Inc position peaked at $3.16M in Q4 2019.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2020.

Based on USCA RIA's 13F filing for Q1 2020, filed 13 Apr 2020.