ACI
WBS

AMP Capital Investors’s Webster Financial WBS Stock Holding History

AMP 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
2019
Q4 		– Sell
-60,667
Closed -$2.87M – 1255
2019
Q3 		$2.87M Sell
60,667
-2,350
-4% -$111K 0.02% 685
2019
Q2 		$2.94M Sell
63,017
-2,610
-4% -$130K 0.02% 670
2019
Q1 		$3.34M Buy
65,627
+2,547
+4% +$138K 0.02% 645
2018
Q4 		$3.07M Buy
63,080
+4,570
+8% +$261K 0.02% 615
2018
Q3 		$3.46M Sell
58,510
-3,680
-6% -$239K 0.02% 636
2018
Q2 		$3.96M Sell
62,190
-3,450
-5% -$215K 0.02% 598
2018
Q1 		$3.59M Buy
65,640
+3,480
+6% +$197K 0.02% 622
2017
Q4 		$3.49M Buy
62,160
+10,570
+20% +$579K 0.02% 637
2017
Q3 		$2.71M Buy
+51,590
New +$2.58M 0.02% 689
2015
Q3 		– Sell
-6,300
Closed -$250K – 1239
2015
Q2 		$250K Buy
+6,300
New +$238K ﹤0.01% 1076

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AMP Capital Investors's WBS Position: Q4 2019 in Review

AMP Capital Investors sold out of Webster Financial (WBS) in Q4 2019, closing a stake of 60,667 shares — an estimated $2.87M sold.

AMP Capital Investors first reported a position in WBS in Q2 2015 and held it in 10 quarters. The position peaked at $3.96M in Q2 2018. 291 funds tracked by Wall St. Rank hold WBS as of Q4 2019.

  • AMP Capital Investors reported no remaining Webster Financial position as of Q4 2019 after selling out during the quarter.
  • AMP Capital Investors sold 60,667 Webster Financial shares in Q4 2019, an estimated $2.87M.
  • AMP Capital Investors first reported a position in Webster Financial in Q2 2015 and held it in 10 quarters.
  • AMP Capital Investors's Webster Financial position peaked at $3.96M in Q2 2018.
  • 291 funds tracked by Wall St. Rank held Webster Financial as of Q4 2019.

Based on AMP Capital Investors's 13F filing for Q4 2019, filed 13 Feb 2020.