WA
PBCT

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

Waverly 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
2018
Q4 		– Sell
-10,474
Closed -$179K – 202
2018
Q3 		$179K Buy
+10,474
New +$192K 0.03% 183
2018
Q1 		– Sell
-2,120
Closed -$40K – 371
2017
Q4 		$40K Buy
+2,120
New +$39.3K 0.01% 268
2015
Q4 		– Sell
-1,185
Closed -$19K – 415
2015
Q3 		$19K Buy
+1,185
New +$18.8K 0.01% 283

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waverly Advisors's PBCT Position: Q4 2018 in Review

Waverly Advisors sold out of People's United Financial Inc (PBCT) in Q4 2018, closing a stake of 10,474 shares — an estimated $179K sold.

Waverly Advisors first reported a position in PBCT in Q3 2015 and held it in 3 quarters. The position peaked at $179K in Q3 2018. 505 funds tracked by Wall St. Rank hold PBCT as of Q4 2018.

  • Waverly Advisors reported no remaining People's United Financial Inc position as of Q4 2018 after selling out during the quarter.
  • Waverly Advisors sold 10,474 People's United Financial Inc shares in Q4 2018, an estimated $179K.
  • Waverly Advisors first reported a position in People's United Financial Inc in Q3 2015 and held it in 3 quarters.
  • Waverly Advisors's People's United Financial Inc position peaked at $179K in Q3 2018.
  • 505 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2018.

Based on Waverly Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.