W
PBCT

Wealthfront’s People's United Financial Inc PBCT Stock Holding History

Wealthfront’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
Q3 		$1.1M Buy
64,080
+2,192
+4% +$40.1K 0.01% 239
2018
Q2 		$1.12M Sell
61,888
-20,516
-25% -$382K 0.01% 228
2018
Q1 		$1.54M Buy
82,404
+14,268
+21% +$277K 0.02% 170
2017
Q4 		$1.27M Buy
68,136
+9,407
+16% +$174K 0.01% 186
2017
Q3 		$1.06M Buy
58,729
+46,824
+393% +$808K 0.01% 189
2017
Q2 		$210K Buy
+11,905
New +$207K ﹤0.01% 449
2015
Q4 		– Sell
-6,781
Closed -$107K – 1167
2015
Q3 		$107K Buy
6,781
+724
+12% +$11.5K ﹤0.01% 395
2015
Q2 		$98K Buy
6,057
+1,584
+35% +$24.6K ﹤0.01% 403
2015
Q1 		$68K Buy
4,473
+2,018
+82% +$29.9K ﹤0.01% 452
2014
Q4 		$37K Sell
2,455
-163
-6% -$2.39K ﹤0.01% 512
2014
Q3 		$38K Buy
2,618
+1,207
+86% +$17.9K ﹤0.01% 459
2014
Q2 		$22K Buy
1,411
+882
+167% +$12.9K ﹤0.01% 484
2014
Q1 		$8K Buy
+529
New +$7.7K ﹤0.01% 504

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's PBCT Position: Q3 2018 in Review

Wealthfront increased its People's United Financial Inc (PBCT) stake by 3.5% in Q3 2018, buying an estimated $40.1K and bringing the position to 64,080 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #239.

Wealthfront first reported a position in PBCT in Q1 2014 and has held it in 13 quarters since. The position peaked at $1.54M in Q1 2018. 486 funds tracked by Wall St. Rank hold PBCT as of Q3 2018.

  • Wealthfront held 64,080 shares of People's United Financial Inc worth $1.1M as of Q3 2018.
  • Wealthfront bought 2,192 People's United Financial Inc shares in Q3 2018, an estimated $40.1K.
  • People's United Financial Inc made up 0.01% of Wealthfront's portfolio in Q3 2018, its #239 holding.
  • Wealthfront first reported a position in People's United Financial Inc in Q1 2014 and has held it in 13 quarters since.
  • Wealthfront's People's United Financial Inc position peaked at $1.54M in Q1 2018.
  • 486 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.