Archford Capital Strategies’s Webster Financial WBS Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-76	Closed	-$5K	–	683
2018 Q2	$5K	Hold	76	–	–	﹤0.01%	484
2018 Q1	$4K	Buy	+76	New	+$4.3K	﹤0.01%	433
2017 Q2	–	Sell	-76	Closed	-$4K	–	625
2017 Q1	$4K	Hold	76	–	–	﹤0.01%	514
2016 Q4	$3K	Hold	76	–	–	﹤0.01%	488
2016 Q3	$2K	Sell	76 -61	-45%	-$2.25K	﹤0.01%	556
2016 Q2	$5K	Buy	+137	New	+$4.99K	﹤0.01%	491
2016 Q1	–	Sell	-137	Closed	-$6K	–	610
2015 Q4	$6K	Hold	137	–	–	﹤0.01%	547
2015 Q3	$5K	Buy	137 +61	+80%	+$2.27K	﹤0.01%	449
2015 Q2	$3K	Buy	76 +27	+55%	+$1.02K	﹤0.01%	456
2015 Q1	$1.82K	Buy	49 +34	+227%	+$1.14K	﹤0.01%	548
2014 Q4	$0	Hold	15	–	–	﹤0.01%	768
2014 Q3	$0	Hold	15	–	–	﹤0.01%	821
2014 Q2	$473	Hold	15	–	–	﹤0.01%	863
2014 Q1	$466	Buy	+15	New	+$461	﹤0.01%	819

Other funds holding WBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Archford Capital Strategies's WBS Position: Q3 2018 in Review

Archford Capital Strategies sold out of Webster Financial (WBS) in Q3 2018, closing a stake of 76 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in WBS in Q1 2014 and held it in 14 quarters. The position peaked at $6K in Q4 2015. 316 funds tracked by Wall St. Rank hold WBS as of Q3 2018.

Archford Capital Strategies reported no remaining Webster Financial position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 76 Webster Financial shares in Q3 2018, an estimated $5K.
Archford Capital Strategies first reported a position in Webster Financial in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's Webster Financial position peaked at $6K in Q4 2015.
316 funds tracked by Wall St. Rank held Webster Financial as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.