WP
PBCT

WealthShield Partners’s People's United Financial Inc PBCT Stock Holding History

WealthShield Partners’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
-14,712
Closed -$252K – 794
2021
Q2 		$252K Buy
14,712
+2,372
+19% +$43.3K 0.04% 229
2021
Q1 		$221K Buy
+12,340
New +$199K 0.04% 243
2019
Q4 		– Sell
-10,141
Closed -$159K – 279
2019
Q3 		$159K Buy
+10,141
New +$159K 0.08% 172

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

WealthShield Partners's PBCT Position: Q3 2021 in Review

WealthShield Partners sold out of People's United Financial Inc (PBCT) in Q3 2021, closing a stake of 14,712 shares — an estimated $252K sold.

WealthShield Partners first reported a position in PBCT in Q3 2019 and held it in 3 quarters. The position peaked at $252K in Q2 2021. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

  • WealthShield Partners reported no remaining People's United Financial Inc position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 14,712 People's United Financial Inc shares in Q3 2021, an estimated $252K.
  • WealthShield Partners first reported a position in People's United Financial Inc in Q3 2019 and held it in 3 quarters.
  • WealthShield Partners's People's United Financial Inc position peaked at $252K in Q2 2021.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.