Barrow, Hanley, Mewhinney & Strauss
WBS

Barrow, Hanley, Mewhinney & Strauss’s Webster Financial WBS Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2015
Q3 		– Sell
-104,932
Closed -$4.15M – 334
2015
Q2 		$4.15M Buy
104,932
+5,383
+5% +$203K 0.01% 179
2015
Q1 		$3.69M Buy
+99,549
New +$3.34M 0.01% 180

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's WBS Position: Q3 2015 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Webster Financial (WBS) in Q3 2015, closing a stake of 104,932 shares — an estimated $4.15M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in WBS in Q1 2015 and held it in 2 quarters. The position peaked at $4.15M in Q2 2015. 234 funds tracked by Wall St. Rank hold WBS as of Q3 2015.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Webster Financial position as of Q3 2015 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 104,932 Webster Financial shares in Q3 2015, an estimated $4.15M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Webster Financial in Q1 2015 and held it in 2 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Webster Financial position peaked at $4.15M in Q2 2015.
  • 234 funds tracked by Wall St. Rank held Webster Financial as of Q3 2015.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2015, filed 18 Nov 2015.