WPW
PBCT

Winthrop Partners - WNY’s People's United Financial Inc PBCT Stock Holding History

Winthrop Partners - WNY’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
Q3 		$365K Hold
23,325
– – 0.25% 80
2019
Q2 		$391K Hold
23,325
– – 0.29% 76
2019
Q1 		$390K Hold
23,325
– – 0.3% 74
2018
Q4 		$337K Hold
23,325
– – 0.31% 71
2018
Q3 		$399K Hold
23,325
– – 0.32% 77
2018
Q2 		$422K Hold
23,325
– – 0.35% 76
2018
Q1 		$428K Hold
23,325
– – 0.33% 75
2017
Q4 		$470K Buy
+23,325
New +$432K 0.38% 76

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BlackRock
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Winthrop Partners - WNY's PBCT Position: Q3 2019 in Review

Winthrop Partners - WNY held its People's United Financial Inc (PBCT) position steady in Q3 2019 at 23,325 shares worth $365K. The position accounts for 0.25% of the portfolio, ranked #80.

Winthrop Partners - WNY first reported a position in PBCT in Q4 2017 and has held it in 8 quarters since. The position peaked at $470K in Q4 2017. 479 funds tracked by Wall St. Rank hold PBCT as of Q3 2019.

  • Winthrop Partners - WNY held 23,325 shares of People's United Financial Inc worth $365K as of Q3 2019.
  • Winthrop Partners - WNY left its People's United Financial Inc share count unchanged in Q3 2019.
  • People's United Financial Inc made up 0.25% of Winthrop Partners - WNY's portfolio in Q3 2019, its #80 holding.
  • Winthrop Partners - WNY first reported a position in People's United Financial Inc in Q4 2017 and has held it in 8 quarters since.
  • Winthrop Partners - WNY's People's United Financial Inc position peaked at $470K in Q4 2017.
  • 479 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.