AIS
AlphaOne Investment Services’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-55,946
| Closed | -$1.74M | – | 140 |
|
|
2014
Q1 | $1.74M | Sell |
55,946
-71,284
| -56% | -$2.21M | 0.4% | 94 |
|
|
2013
Q4 | $3.97M | Sell |
127,230
-31,286
| -20% | -$976K | 0.86% | 51 |
|
|
2013
Q3 | $4.05M | Buy |
158,516
+6,579
| +4% | +$168K | 1.03% | 23 |
|
|
2013
Q2 | $3.9M | Buy |
+151,937
| New | +$3.9M | 1.05% | 21 |
|