WPP
PBCT

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

Whalerock Point 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
2019
Q4 		– Sell
-11,720
Closed -$183K – 149
2019
Q3 		$183K Hold
11,720
– – 0.1% 143
2019
Q2 		$197K Sell
11,720
-17,630
-60% -$293K 0.11% 139
2019
Q1 		$483K Buy
29,350
+7,403
+34% +$123K 0.32% 70
2018
Q4 		$317K Sell
21,947
-16,384
-43% -$259K 0.29% 71
2018
Q3 		$656K Hold
38,331
– – 0.48% 57
2018
Q2 		$693K Sell
38,331
-40,100
-51% -$746K 0.55% 48
2018
Q1 		$1.46M Buy
78,431
+22,964
+41% +$446K 0.47% 45
2017
Q4 		$1.04M Buy
55,467
+10,458
+23% +$194K 0.33% 60
2017
Q3 		$816K Buy
45,009
+10,809
+32% +$186K 0.29% 64
2017
Q2 		$603K Buy
34,200
+17,350
+103% +$302K 0.22% 84
2017
Q1 		$307K Buy
+16,850
New +$319K 0.11% 109

Other funds holding PBCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Whalerock Point Partners's PBCT Position: Q4 2019 in Review

Whalerock Point Partners sold out of People's United Financial Inc (PBCT) in Q4 2019, closing a stake of 11,720 shares — an estimated $183K sold.

Whalerock Point Partners first reported a position in PBCT in Q1 2017 and held it in 11 quarters. The position peaked at $1.46M in Q1 2018. 506 funds tracked by Wall St. Rank hold PBCT as of Q4 2019.

  • Whalerock Point Partners reported no remaining People's United Financial Inc position as of Q4 2019 after selling out during the quarter.
  • Whalerock Point Partners sold 11,720 People's United Financial Inc shares in Q4 2019, an estimated $183K.
  • Whalerock Point Partners first reported a position in People's United Financial Inc in Q1 2017 and held it in 11 quarters.
  • Whalerock Point Partners's People's United Financial Inc position peaked at $1.46M in Q1 2018.
  • 506 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2019.

Based on Whalerock Point Partners's 13F filing for Q4 2019, filed 12 Feb 2020.