VA
PBCT

Valmark Advisers’s People's United Financial Inc PBCT Stock Holding History

Valmark Advisers’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
Q3 		– Sell
-14,884
Closed -$255K – 417
2021
Q2 		$255K Buy
14,884
+955
+7% +$17.4K ﹤0.01% 350
2021
Q1 		$249K Sell
13,929
-8
-0.1% -$129 ﹤0.01% 344
2020
Q4 		$180K Buy
+13,937
New +$168K ﹤0.01% 338

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Valmark Advisers's PBCT Position: Q3 2021 in Review

Valmark Advisers sold out of People's United Financial Inc (PBCT) in Q3 2021, closing a stake of 14,884 shares — an estimated $255K sold.

Valmark Advisers first reported a position in PBCT in Q4 2020 and held it in 3 quarters. The position peaked at $255K in Q2 2021. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

  • Valmark Advisers reported no remaining People's United Financial Inc position as of Q3 2021 after selling out during the quarter.
  • Valmark Advisers sold 14,884 People's United Financial Inc shares in Q3 2021, an estimated $255K.
  • Valmark Advisers first reported a position in People's United Financial Inc in Q4 2020 and held it in 3 quarters.
  • Valmark Advisers's People's United Financial Inc position peaked at $255K in Q2 2021.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on Valmark Advisers's 13F filing for Q3 2021, filed 9 Nov 2021.