WA
PBCT

WBH Advisory’s People's United Financial Inc PBCT Stock Holding History

WBH Advisory’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
2017
Q2 		– Sell
-10,271
Closed -$186K – 234
2017
Q1 		$186K Buy
10,271
+3
+0% +$57 0.06% 225
2016
Q4 		$198K Sell
10,268
-1,646
-14% -$29.1K 0.07% 217
2016
Q3 		$188K Buy
11,914
+3
+0% +$47 0.06% 218
2016
Q2 		$174K Sell
11,911
-1,901
-14% -$29.5K 0.07% 191
2016
Q1 		$220K Buy
13,812
+4
+0% +$60 0.07% 179
2015
Q4 		$223 Buy
13,808
+4
+0% +$65 0.08% 181
2015
Q3 		$217K Sell
13,804
-16
-0.1% -$254 0.09% 177
2015
Q2 		$224K Sell
13,820
-197
-1% -$3.06K 0.09% 184
2015
Q1 		$213 Buy
14,017
+4
+0% +$59 0.06% 202
2014
Q4 		$212K Buy
14,013
+4
+0% +$59 0.08% 194
2014
Q3 		$202K Sell
14,009
-397
-3% -$5.89K 0.07% 204
2014
Q2 		$218K Buy
14,406
+4
+0% +$58 0.08% 196
2014
Q1 		$214K Buy
14,402
+1,003
+7% +$14.6K 0.09% 199
2013
Q4 		$202K Buy
13,399
+353
+3% +$5.19K 0.08% 198
2013
Q3 		$188K Buy
13,046
+204
+2% +$3.02K 0.08% 186
2013
Q2 		$191K Buy
+12,842
New +$175K 0.09% 183

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
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WBH Advisory's PBCT Position: Q2 2017 in Review

WBH Advisory sold out of People's United Financial Inc (PBCT) in Q2 2017, closing a stake of 10,271 shares — an estimated $186K sold.

WBH Advisory first reported a position in PBCT in Q2 2013 and held it in 16 quarters. The position peaked at $224K in Q2 2015. 416 funds tracked by Wall St. Rank hold PBCT as of Q2 2017.

  • WBH Advisory reported no remaining People's United Financial Inc position as of Q2 2017 after selling out during the quarter.
  • WBH Advisory sold 10,271 People's United Financial Inc shares in Q2 2017, an estimated $186K.
  • WBH Advisory first reported a position in People's United Financial Inc in Q2 2013 and held it in 16 quarters.
  • WBH Advisory's People's United Financial Inc position peaked at $224K in Q2 2015.
  • 416 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2017.

Based on WBH Advisory's 13F filing for Q2 2017, filed 21 Jul 2017.