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Advisor Group’s Webster Financial WBS Stock Holding History

Advisor Group’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
2019
Q4 		$298K Buy
5,578
+623
+13% +$30K ﹤0.01% 2069
2019
Q3 		$233K Buy
4,955
+941
+23% +$44.5K ﹤0.01% 2205
2019
Q2 		$192K Sell
4,014
-110
-3% -$5.48K ﹤0.01% 2342
2019
Q1 		$208K Sell
4,124
-274
-6% -$14.9K ﹤0.01% 2258
2018
Q4 		$217K Buy
4,398
+327
+8% +$18.7K ﹤0.01% 2033
2018
Q3 		$239K Buy
4,071
+427
+12% +$27.8K ﹤0.01% 2031
2018
Q2 		$231K Sell
3,644
-675
-16% -$42K ﹤0.01% 1863
2018
Q1 		$239K Sell
4,319
-74
-2% -$4.18K ﹤0.01% 1843
2017
Q4 		$247K Buy
4,393
+15
+0.3% +$821 ﹤0.01% 1825
2017
Q3 		$230K Buy
4,378
+340
+8% +$17K ﹤0.01% 1752
2017
Q2 		$211K Buy
4,038
+474
+13% +$23.9K ﹤0.01% 1750
2017
Q1 		$179K Sell
3,564
-531
-13% -$28.4K ﹤0.01% 1752
2016
Q4 		$222K Sell
4,095
-2
-0% -$92 0.01% 1479
2016
Q3 		$155K Buy
4,097
+785
+24% +$28.9K ﹤0.01% 1705
2016
Q2 		$111K Buy
+3,312
New +$121K ﹤0.01% 1853

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Advisor Group's WBS Position: Q4 2019 in Review

Advisor Group increased its Webster Financial (WBS) stake by 13% in Q4 2019, buying an estimated $30K and bringing the position to 5,578 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Advisor Group first reported a position in WBS in Q2 2016 and has held it in 15 quarters since. 291 funds tracked by Wall St. Rank hold WBS as of Q4 2019.

  • Advisor Group held 5,578 shares of Webster Financial worth $298K as of Q4 2019.
  • Advisor Group bought 623 Webster Financial shares in Q4 2019, an estimated $30K.
  • Webster Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2069 holding.
  • Advisor Group first reported a position in Webster Financial in Q2 2016 and has held it in 15 quarters since.
  • 291 funds tracked by Wall St. Rank held Webster Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.