WCM
PBCT

Wealthcare Capital Management’s People's United Financial Inc PBCT Stock Holding History

Wealthcare Capital Management’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
-1,403
Closed -$25K – 750
2021
Q1 		$25K Buy
+1,403
New +$22.6K ﹤0.01% 198
2020
Q2 		– Sell
-1,323
Closed -$15K – 266
2020
Q1 		$15K Buy
1,323
+14
+1% +$208 ﹤0.01% 145
2019
Q4 		$22K Buy
1,309
+14
+1% +$229 ﹤0.01% 150
2019
Q3 		$20K Buy
1,295
+15
+1% +$235 ﹤0.01% 137
2019
Q2 		$21K Buy
1,280
+13
+1% +$216 ﹤0.01% 130
2019
Q1 		$21K Buy
1,267
+13
+1% +$217 ﹤0.01% 136
2018
Q4 		$18K Buy
1,254
+14
+1% +$222 ﹤0.01% 136
2018
Q3 		$21K Buy
1,240
+12
+1% +$220 ﹤0.01% 137
2018
Q2 		$22K Buy
1,228
+11
+0.9% +$205 ﹤0.01% 123
2018
Q1 		$23K Buy
1,217
+11
+0.9% +$214 ﹤0.01% 112
2017
Q4 		$23K Buy
1,206
+12
+1% +$222 ﹤0.01% 109
2017
Q3 		$22K Buy
1,194
+12
+1% +$207 ﹤0.01% 108
2017
Q2 		$21K Buy
1,182
+11
+0.9% +$191 ﹤0.01% 106
2017
Q1 		$21K Buy
1,171
+11
+0.9% +$208 ﹤0.01% 107
2016
Q4 		$22K Buy
1,160
+11
+1% +$194 ﹤0.01% 100
2016
Q3 		$18K Buy
1,149
+13
+1% +$202 ﹤0.01% 104
2016
Q2 		$17K Buy
1,136
+12
+1% +$186 ﹤0.01% 103
2016
Q1 		$18K Buy
1,124
+13
+1% +$195 ﹤0.01% 111
2015
Q4 		$18K Buy
1,111
+11
+1% +$179 ﹤0.01% 126
2015
Q3 		$17K Buy
1,100
+11
+1% +$175 ﹤0.01% 140
2015
Q2 		$18K Sell
1,089
-10,130
-90% -$157K ﹤0.01% 159
2015
Q1 		$171K Buy
11,219
+372
+3% +$5.52K 0.02% 106
2014
Q4 		$165K Buy
10,847
+120
+1% +$1.76K 0.02% 46
2014
Q3 		$155K Buy
10,727
+120
+1% +$1.78K 0.02% 47
2014
Q2 		$161K Buy
10,607
+120
+1% +$1.75K 0.02% 45
2014
Q1 		$156K Sell
10,487
-3,880
-27% -$56.5K 0.02% 46
2013
Q4 		$217K Buy
+14,367
New +$211K 0.04% 24

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Wealthcare Capital Management's PBCT Position: Q2 2021 in Review

Wealthcare Capital Management sold out of People's United Financial Inc (PBCT) in Q2 2021, closing a stake of 1,403 shares — an estimated $25K sold.

Wealthcare Capital Management first reported a position in PBCT in Q4 2013 and held it in 27 quarters. The position peaked at $217K in Q4 2013. 474 funds tracked by Wall St. Rank hold PBCT as of Q2 2021.

  • Wealthcare Capital Management reported no remaining People's United Financial Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,403 People's United Financial Inc shares in Q2 2021, an estimated $25K.
  • Wealthcare Capital Management first reported a position in People's United Financial Inc in Q4 2013 and held it in 27 quarters.
  • Wealthcare Capital Management's People's United Financial Inc position peaked at $217K in Q4 2013.
  • 474 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.