YIA
PBCT

YHB Investment Advisors’s People's United Financial Inc PBCT Stock Holding History

YHB Investment Advisors’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
2022
Q2 		– Sell
-26,412
Closed -$528K – 304
2022
Q1 		$528K Sell
26,412
-2,364
-8% -$48.3K 0.05% 194
2021
Q4 		$513K Sell
28,776
-10,020
-26% -$179K 0.04% 206
2021
Q3 		$678K Hold
38,796
– – 0.06% 185
2021
Q2 		$665K Buy
38,796
+357
+0.9% +$6.52K 0.06% 186
2021
Q1 		$687K Sell
38,439
-3,875
-9% -$62.4K 0.06% 183
2020
Q4 		$547K Sell
42,314
-500
-1% -$6.01K 0.05% 189
2020
Q3 		$441K Sell
42,814
-8,228
-16% -$89.4K 0.05% 197
2020
Q2 		$591K Sell
51,042
-1,099
-2% -$12.8K 0.09% 125
2020
Q1 		$576K Sell
52,141
-2,065
-4% -$30.7K 0.1% 120
2019
Q4 		$916K Buy
54,206
+31,984
+144% +$524K 0.13% 114
2019
Q3 		$347K Buy
22,222
+5,520
+33% +$86.3K 0.05% 151
2019
Q2 		$280K Hold
16,702
– – 0.04% 159
2019
Q1 		$275K Sell
16,702
-2,025
-11% -$33.7K 0.04% 164
2018
Q4 		$270K Buy
18,727
+5,941
+46% +$94K 0.05% 156
2018
Q3 		$219K Sell
12,786
-722
-5% -$13.2K 0.03% 184
2018
Q2 		$244K Hold
13,508
– – 0.04% 169
2018
Q1 		$252K Buy
13,508
+122
+0.9% +$2.37K 0.04% 163
2017
Q4 		$250K Sell
13,386
-3,000
-18% -$55.6K 0.04% 172
2017
Q3 		$297K Buy
16,386
+2,234
+16% +$38.5K 0.05% 153
2017
Q2 		$250K Sell
14,152
-5,344
-27% -$92.9K 0.04% 162
2017
Q1 		$341K Buy
19,496
+6,054
+45% +$115K 0.07% 143
2016
Q4 		$260K Sell
13,442
-83
-0.6% -$1.47K 0.05% 153
2016
Q3 		$214K Sell
13,525
-207
-2% -$3.21K 0.05% 161
2016
Q2 		$201K Sell
13,732
-383
-3% -$5.94K 0.04% 163
2016
Q1 		$225K Hold
14,115
– – 0.06% 144
2015
Q4 		$228K Buy
14,115
+183
+1% +$2.98K 0.05% 149
2015
Q3 		$219K Hold
13,932
– – 0.05% 150
2015
Q2 		$226K Hold
13,932
– – 0.05% 157
2015
Q1 		$212K Hold
13,932
– – 0.05% 163
2014
Q4 		$211K Hold
13,932
– – 0.05% 152
2014
Q3 		$202K Sell
13,932
-560
-4% -$8.31K 0.05% 149
2014
Q2 		$220K Hold
14,492
– – 0.05% 144
2014
Q1 		$215K Sell
14,492
-1,000
-6% -$14.6K 0.05% 145
2013
Q4 		$234K Sell
15,492
-1,037
-6% -$15.2K 0.06% 139
2013
Q3 		$238K Sell
16,529
-3,223
-16% -$47.8K 0.07% 136
2013
Q2 		$294K Buy
+19,752
New +$269K 0.09% 128

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

YHB Investment Advisors's PBCT Position: Q2 2022 in Review

YHB Investment Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 26,412 shares — an estimated $528K sold.

YHB Investment Advisors first reported a position in PBCT in Q2 2013 and held it in 36 quarters. The position peaked at $916K in Q4 2019. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • YHB Investment Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 26,412 People's United Financial Inc shares in Q2 2022, an estimated $528K.
  • YHB Investment Advisors first reported a position in People's United Financial Inc in Q2 2013 and held it in 36 quarters.
  • YHB Investment Advisors's People's United Financial Inc position peaked at $916K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on YHB Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.