YorkBridge Wealth Partners’s People's United Financial Inc PBCT Stock Holding History

YorkBridge Wealth 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 Q3	–	Sell	-415	Closed	-$7K	–	714
2019 Q2	$7K	Hold	415	–	–	﹤0.01%	634
2019 Q1	$7K	Hold	415	–	–	﹤0.01%	635
2018 Q4	$6K	Hold	415	–	–	﹤0.01%	626
2018 Q3	$7K	Hold	415	–	–	﹤0.01%	635
2018 Q2	$8K	Hold	415	–	–	﹤0.01%	643
2018 Q1	$8K	Hold	415	–	–	﹤0.01%	648
2017 Q4	$8K	Hold	415	–	–	﹤0.01%	656
2017 Q3	$8K	Hold	415	–	–	﹤0.01%	665
2017 Q2	$7K	Hold	415	–	–	﹤0.01%	684
2017 Q1	$7K	Hold	415	–	–	﹤0.01%	660
2016 Q4	$8K	Buy	+415	New	+$7.33K	﹤0.01%	638

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

YorkBridge Wealth Partners's PBCT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of People's United Financial Inc (PBCT) in Q3 2019, closing a stake of 415 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in PBCT in Q4 2016 and held it in 11 quarters. The position peaked at $8K in Q2 2018. 479 funds tracked by Wall St. Rank hold PBCT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining People's United Financial Inc position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 415 People's United Financial Inc shares in Q3 2019, an estimated $7K.
YorkBridge Wealth Partners first reported a position in People's United Financial Inc in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's People's United Financial Inc position peaked at $8K in Q2 2018.
479 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.