AWA
WBS

Arete Wealth Advisors’s Webster Financial WBS Stock Holding History

Arete Wealth 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
2020
Q1 		– Sell
-4,050
Closed -$216K – 416
2019
Q4 		$216K Buy
+4,050
New +$195K 0.04% 360
2019
Q2 		– Sell
-4,050
Closed -$205K – 423
2019
Q1 		$205K Buy
+4,050
New +$220K 0.04% 358

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arete Wealth Advisors's WBS Position: Q1 2020 in Review

Arete Wealth Advisors sold out of Webster Financial (WBS) in Q1 2020, closing a stake of 4,050 shares — an estimated $216K sold.

Arete Wealth Advisors first reported a position in WBS in Q1 2019 and held it in 2 quarters. The position peaked at $216K in Q4 2019. 275 funds tracked by Wall St. Rank hold WBS as of Q1 2020.

  • Arete Wealth Advisors reported no remaining Webster Financial position as of Q1 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,050 Webster Financial shares in Q1 2020, an estimated $216K.
  • Arete Wealth Advisors first reported a position in Webster Financial in Q1 2019 and held it in 2 quarters.
  • Arete Wealth Advisors's Webster Financial position peaked at $216K in Q4 2019.
  • 275 funds tracked by Wall St. Rank held Webster Financial as of Q1 2020.

Based on Arete Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.