WANY
PBCT

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

Wealthspire Advisors (New York)’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
2020
Q3 		– Sell
-18,067
Closed -$209K – 342
2020
Q2 		$209K Sell
18,067
-1,991
-10% -$23.2K 0.01% 256
2020
Q1 		$222K Buy
+20,058
New +$298K 0.01% 458
2019
Q1 		– Sell
-588
Closed -$8K – 873
2018
Q4 		$8K Buy
+588
New +$9.31K ﹤0.01% 574

Other funds holding PBCT

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Wealthspire Advisors (New York)'s PBCT Position: Q3 2020 in Review

Wealthspire Advisors (New York) sold out of People's United Financial Inc (PBCT) in Q3 2020, closing a stake of 18,067 shares — an estimated $209K sold.

Wealthspire Advisors (New York) first reported a position in PBCT in Q4 2018 and held it in 3 quarters. The position peaked at $222K in Q1 2020. 478 funds tracked by Wall St. Rank hold PBCT as of Q3 2020.

  • Wealthspire Advisors (New York) reported no remaining People's United Financial Inc position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 18,067 People's United Financial Inc shares in Q3 2020, an estimated $209K.
  • Wealthspire Advisors (New York) first reported a position in People's United Financial Inc in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s People's United Financial Inc position peaked at $222K in Q1 2020.
  • 478 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2020.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2020, filed 16 Nov 2020.