Alpine Woods Capital Investors’s Webster Financial WBS Stock Holding History

Alpine Woods Capital Investors’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
2018 Q1	–	Sell	-4,000	Closed	-$225K	–	442
2017 Q4	$225K	Hold	4,000	–	–	0.01%	401
2017 Q3	$210K	Hold	4,000	–	–	0.01%	418
2017 Q2	$209K	Hold	4,000	–	–	0.01%	414
2017 Q1	$200K	Hold	4,000	–	–	0.01%	426
2016 Q4	$217K	Buy	+4,000	New	+$184K	0.01%	402
2013 Q3	–	Sell	-102,301	Closed	-$2.63M	–	377
2013 Q2	$2.63M	Buy	+102,301	New	+$2.41M	0.17%	118

Other funds holding WBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Alpine Woods Capital Investors's WBS Position: Q1 2018 in Review

Alpine Woods Capital Investors sold out of Webster Financial (WBS) in Q1 2018, closing a stake of 4,000 shares — an estimated $225K sold.

Alpine Woods Capital Investors first reported a position in WBS in Q2 2013 and held it in 6 quarters. The position peaked at $2.63M in Q2 2013. 271 funds tracked by Wall St. Rank hold WBS as of Q1 2018.

Alpine Woods Capital Investors reported no remaining Webster Financial position as of Q1 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 4,000 Webster Financial shares in Q1 2018, an estimated $225K.
Alpine Woods Capital Investors first reported a position in Webster Financial in Q2 2013 and held it in 6 quarters.
Alpine Woods Capital Investors's Webster Financial position peaked at $2.63M in Q2 2013.
271 funds tracked by Wall St. Rank held Webster Financial as of Q1 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2018, filed 9 May 2018.