AFIA
WBS icon

America First Investment Advisors’s Webster Financial WBS Stock Holding History

America First Investment Advisors’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
2014
Q1 		– Sell
-263
Closed -$8K – 186
2013
Q4 		$8K Hold
263
– – ﹤0.01% 153
2013
Q3 		$7K Hold
263
– – ﹤0.01% 157
2013
Q2 		$7K Buy
+263
New +$6.2K ﹤0.01% 125

Other funds holding WBS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

America First Investment Advisors's WBS Position: Q1 2014 in Review

America First Investment Advisors sold out of Webster Financial (WBS) in Q1 2014, closing a stake of 263 shares — an estimated $8K sold.

America First Investment Advisors first reported a position in WBS in Q2 2013 and held it in 3 quarters. The position peaked at $8K in Q4 2013. 206 funds tracked by Wall St. Rank hold WBS as of Q1 2014.

  • America First Investment Advisors reported no remaining Webster Financial position as of Q1 2014 after selling out during the quarter.
  • America First Investment Advisors sold 263 Webster Financial shares in Q1 2014, an estimated $8K.
  • America First Investment Advisors first reported a position in Webster Financial in Q2 2013 and held it in 3 quarters.
  • America First Investment Advisors's Webster Financial position peaked at $8K in Q4 2013.
  • 206 funds tracked by Wall St. Rank held Webster Financial as of Q1 2014.

Based on America First Investment Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.