WAM
PBCT

Wealthspire Advisors (Maryland)’s People's United Financial Inc PBCT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,661
Closed -$60K – 2302
2019
Q1 		$60K Buy
3,661
+161
+5% +$2.68K ﹤0.01% 837
2018
Q4 		$51K Buy
3,500
+1,932
+123% +$30.6K ﹤0.01% 855
2018
Q3 		$27K Sell
1,568
-31
-2% -$567 ﹤0.01% 1191
2018
Q2 		$29K Buy
1,599
+148
+10% +$2.75K ﹤0.01% 1178
2018
Q1 		$27K Sell
1,451
-290
-17% -$5.63K ﹤0.01% 1205
2017
Q4 		$33K Buy
1,741
+683
+65% +$12.7K ﹤0.01% 1161
2017
Q3 		$19K Buy
1,058
+435
+70% +$7.5K ﹤0.01% 1320
2017
Q2 		$11K Buy
623
+85
+16% +$1.48K ﹤0.01% 1507
2017
Q1 		$10K Buy
538
+35
+7% +$662 ﹤0.01% 1354
2016
Q4 		$10K Buy
503
+105
+26% +$1.86K ﹤0.01% 1239
2016
Q3 		$6K Sell
398
-16
-4% -$248 ﹤0.01% 1369
2016
Q2 		$6K Hold
414
– – ﹤0.01% 1320
2016
Q1 		$7K Buy
414
+95
+30% +$1.43K ﹤0.01% 1274
2015
Q4 		$5K Buy
+319
New +$5.19K ﹤0.01% 1374

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PBCT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of People's United Financial Inc (PBCT) in Q2 2019, closing a stake of 3,661 shares — an estimated $60K sold.

Wealthspire Advisors (Maryland) first reported a position in PBCT in Q4 2015 and held it in 14 quarters. The position peaked at $60K in Q1 2019. 494 funds tracked by Wall St. Rank hold PBCT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining People's United Financial Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,661 People's United Financial Inc shares in Q2 2019, an estimated $60K.
  • Wealthspire Advisors (Maryland) first reported a position in People's United Financial Inc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s People's United Financial Inc position peaked at $60K in Q1 2019.
  • 494 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.