Whittier Trust’s People's United Financial Inc PBCT Stock Holding History

Whittier Trust’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	-7,000	Closed	-$120K	–	1594
2021 Q2	$120K	Hold	7,000	–	–	﹤0.01%	757
2021 Q1	$125K	Hold	7,000	–	–	﹤0.01%	735
2020 Q4	$91K	Hold	7,000	–	–	﹤0.01%	733
2020 Q3	$72K	Buy	+7,000	New	+$76.1K	﹤0.01%	768
2020 Q2	–	Sell	-7,116	Closed	-$79K	–	1549
2020 Q1	$79K	Hold	7,116	–	–	﹤0.01%	708
2019 Q4	$120K	Hold	7,116	–	–	﹤0.01%	665
2019 Q3	$111K	Buy	7,116 +116	+2%	+$1.81K	﹤0.01%	665
2019 Q2	$117K	Hold	7,000	–	–	﹤0.01%	632
2019 Q1	$115K	Hold	7,000	–	–	﹤0.01%	629
2018 Q4	$101K	Hold	7,000	–	–	﹤0.01%	632
2018 Q3	$120K	Hold	7,000	–	–	﹤0.01%	604
2018 Q2	$127K	Hold	7,000	–	–	﹤0.01%	583
2018 Q1	$131K	Hold	7,000	–	–	﹤0.01%	588
2017 Q4	$131K	Hold	7,000	–	–	﹤0.01%	576
2017 Q3	$127K	Hold	7,000	–	–	﹤0.01%	566
2017 Q2	$124K	Hold	7,000	–	–	﹤0.01%	545
2017 Q1	$127K	Hold	7,000	–	–	0.01%	545
2016 Q4	$136K	Hold	7,000	–	–	0.01%	524
2016 Q3	$111K	Hold	7,000	–	–	﹤0.01%	552
2016 Q2	$103K	Hold	7,000	–	–	﹤0.01%	579
2016 Q1	$112K	Hold	7,000	–	–	0.01%	567
2015 Q4	$113K	Buy	+7,000	New	+$114K	0.01%	565

Other funds holding PBCT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Whittier Trust's PBCT Position: Q3 2021 in Review

Whittier Trust sold out of People's United Financial Inc (PBCT) in Q3 2021, closing a stake of 7,000 shares — an estimated $120K sold.

Whittier Trust first reported a position in PBCT in Q4 2015 and held it in 22 quarters. The position peaked at $136K in Q4 2016. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

Whittier Trust reported no remaining People's United Financial Inc position as of Q3 2021 after selling out during the quarter.
Whittier Trust sold 7,000 People's United Financial Inc shares in Q3 2021, an estimated $120K.
Whittier Trust first reported a position in People's United Financial Inc in Q4 2015 and held it in 22 quarters.
Whittier Trust's People's United Financial Inc position peaked at $136K in Q4 2016.
489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on Whittier Trust's 13F filing for Q3 2021, filed 1 Nov 2021.