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

Valeo 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
2021 Q2	–	Sell	-101	Closed	-$2K	–	2056
2021 Q1	$2K	Buy	101 +52	+106%	+$837	﹤0.01%	1851
2020 Q4	$1K	Sell	49 -800	-94%	-$9.62K	﹤0.01%	1647
2020 Q3	$9K	Sell	849 -51	-6%	-$554	﹤0.01%	1123
2020 Q2	$10K	Buy	900 +1	+0.1%	+$12	﹤0.01%	1298
2020 Q1	$11K	Sell	899 -257	-22%	-$3.81K	﹤0.01%	1076
2019 Q4	$20K	Buy	1,156 +307	+36%	+$5.03K	﹤0.01%	928
2019 Q3	$13K	Hold	849	–	–	﹤0.01%	972
2019 Q2	$14K	Sell	849 -20	-2%	-$332	﹤0.01%	948
2019 Q1	$14K	Hold	869	–	–	﹤0.01%	876
2018 Q4	$13K	Hold	869	–	–	﹤0.01%	824
2018 Q3	$14K	Buy	869 +20	+2%	+$366	﹤0.01%	885
2018 Q2	$15K	Hold	849	–	–	﹤0.01%	854
2018 Q1	$16K	Buy	849 +49	+6%	+$952	﹤0.01%	807
2017 Q4	$15K	Buy	+800	New	+$14.8K	﹤0.01%	741

Other funds holding PBCT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Valeo Financial Advisors's PBCT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of People's United Financial Inc (PBCT) in Q2 2021, closing a stake of 101 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in PBCT in Q4 2017 and held it in 14 quarters. The position peaked at $20K in Q4 2019. 474 funds tracked by Wall St. Rank hold PBCT as of Q2 2021.

Valeo Financial Advisors reported no remaining People's United Financial Inc position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 101 People's United Financial Inc shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in People's United Financial Inc in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's People's United Financial Inc position peaked at $20K in Q4 2019.
474 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.