ACI
WBS

Advance Capital I’s Webster Financial WBS Stock Holding History

Advance Capital I’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-13,100
Closed -$334K – 351
2013
Q3 		$334K Sell
13,100
-900
-6% -$24K 0.17% 265
2013
Q2 		$360K Buy
+14,000
New +$330K 0.18% 237

Other funds holding WBS

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Advance Capital I's WBS Position: Q4 2013 in Review

Advance Capital I sold out of Webster Financial (WBS) in Q4 2013, closing a stake of 13,100 shares — an estimated $334K sold.

Advance Capital I first reported a position in WBS in Q2 2013 and held it in 2 quarters. The position peaked at $360K in Q2 2013. 192 funds tracked by Wall St. Rank hold WBS as of Q4 2013.

  • Advance Capital I reported no remaining Webster Financial position as of Q4 2013 after selling out during the quarter.
  • Advance Capital I sold 13,100 Webster Financial shares in Q4 2013, an estimated $334K.
  • Advance Capital I first reported a position in Webster Financial in Q2 2013 and held it in 2 quarters.
  • Advance Capital I's Webster Financial position peaked at $360K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held Webster Financial as of Q4 2013.

Based on Advance Capital I's 13F filing for Q4 2013, filed 6 Feb 2014.