AP
WBS

AHL Partners’s Webster Financial WBS Stock Holding History

AHL Partners’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
2017
Q3 		– Sell
-6,308
Closed -$329K – 1303
2017
Q2 		$329K Sell
6,308
-12,595
-67% -$636K 0.01% 1010
2017
Q1 		$946K Sell
18,903
-88,513
-82% -$4.73M 0.02% 795
2016
Q4 		$5.83M Sell
107,416
-13,142
-11% -$604K 0.18% 219
2016
Q3 		$4.58M Buy
+120,558
New +$4.44M 0.17% 186
2016
Q1 		– Sell
-12,664
Closed -$471K – 836
2015
Q4 		$471K Sell
12,664
-1,940
-13% -$73.5K 0.04% 485
2015
Q3 		$520K Sell
14,604
-159,738
-92% -$5.95M 0.08% 362
2015
Q2 		$6.89M Buy
174,342
+168,641
+2,958% +$6.36M 0.27% 75
2015
Q1 		$211K Sell
5,701
-47,266
-89% -$1.59M 0.01% 763
2014
Q4 		$1.72M Buy
52,967
+39,855
+304% +$1.23M 0.09% 497
2014
Q3 		$382K Buy
+13,112
New +$390K 0.03% 544

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

AHL Partners's WBS Position: Q3 2017 in Review

AHL Partners sold out of Webster Financial (WBS) in Q3 2017, closing a stake of 6,308 shares — an estimated $329K sold.

AHL Partners first reported a position in WBS in Q3 2014 and held it in 10 quarters. The position peaked at $6.89M in Q2 2015. 257 funds tracked by Wall St. Rank hold WBS as of Q3 2017.

  • AHL Partners reported no remaining Webster Financial position as of Q3 2017 after selling out during the quarter.
  • AHL Partners sold 6,308 Webster Financial shares in Q3 2017, an estimated $329K.
  • AHL Partners first reported a position in Webster Financial in Q3 2014 and held it in 10 quarters.
  • AHL Partners's Webster Financial position peaked at $6.89M in Q2 2015.
  • 257 funds tracked by Wall St. Rank held Webster Financial as of Q3 2017.

Based on AHL Partners's 13F filing for Q3 2017, filed 14 Nov 2017.