AIL
WBS

AGF Investments LLC’s Webster Financial WBS Stock Holding History

AGF Investments LLC’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
Q1 		– Sell
-540
Closed -$27K – 750
2018
Q4 		$27K Buy
540
+135
+33% +$7.71K ﹤0.01% 496
2018
Q3 		$24K Sell
405
-155
-28% -$10.1K ﹤0.01% 553
2018
Q2 		$36 Buy
+560
New +$34.9K ﹤0.01% 508
2017
Q4 		– Sell
-202
Closed -$11K – 822
2017
Q3 		$11K Hold
202
– – ﹤0.01% 482
2017
Q2 		$11K Buy
202
+22
+12% +$1.11K ﹤0.01% 455
2017
Q1 		$9K Hold
180
– – ﹤0.01% 648
2016
Q4 		$10K Buy
+180
New +$8.27K ﹤0.01% 639

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AGF Investments LLC's WBS Position: Q1 2019 in Review

AGF Investments LLC sold out of Webster Financial (WBS) in Q1 2019, closing a stake of 540 shares — an estimated $27K sold.

AGF Investments LLC first reported a position in WBS in Q4 2016 and held it in 7 quarters. The position peaked at $27K in Q4 2018. 309 funds tracked by Wall St. Rank hold WBS as of Q1 2019.

  • AGF Investments LLC reported no remaining Webster Financial position as of Q1 2019 after selling out during the quarter.
  • AGF Investments LLC sold 540 Webster Financial shares in Q1 2019, an estimated $27K.
  • AGF Investments LLC first reported a position in Webster Financial in Q4 2016 and held it in 7 quarters.
  • AGF Investments LLC's Webster Financial position peaked at $27K in Q4 2018.
  • 309 funds tracked by Wall St. Rank held Webster Financial as of Q1 2019.

Based on AGF Investments LLC's 13F filing for Q1 2019, filed 13 May 2019.