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WBS

Ausdal Financial Partners’s Webster Financial WBS Stock Holding History

Ausdal Financial Partners’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
2016
Q1 		– Sell
-175
Closed -$7K – 1020
2015
Q4 		$7K Buy
+175
New +$6.63K ﹤0.01% 1013

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BFA
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Ausdal Financial Partners's WBS Position: Q1 2016 in Review

Ausdal Financial Partners sold out of Webster Financial (WBS) in Q1 2016, closing a stake of 175 shares — an estimated $7K sold.

Ausdal Financial Partners first reported a position in WBS in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 228 funds tracked by Wall St. Rank hold WBS as of Q1 2016.

  • Ausdal Financial Partners reported no remaining Webster Financial position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 175 Webster Financial shares in Q1 2016, an estimated $7K.
  • Ausdal Financial Partners first reported a position in Webster Financial in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's Webster Financial position peaked at $7K in Q4 2015.
  • 228 funds tracked by Wall St. Rank held Webster Financial as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.