BIT
WBS

BlackRock Institutional Trust’s Webster Financial WBS Stock Holding History

BlackRock Institutional Trust’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
Q4 		$171M Buy
3,156,708
+78,629
+3% +$3.61M 0.03% 654
2016
Q3 		$117M Buy
3,078,079
+109,393
+4% +$4.03M 0.02% 787
2016
Q2 		$101M Buy
2,968,686
+206,460
+7% +$7.52M 0.02% 846
2016
Q1 		$99.2M Buy
2,762,226
+163,811
+6% +$5.61M 0.02% 839
2015
Q4 		$96.6M Buy
2,598,415
+34,201
+1% +$1.3M 0.02% 857
2015
Q3 		$91.4M Buy
2,564,214
+74,570
+3% +$2.78M 0.02% 888
2015
Q2 		$98.5M Sell
2,489,644
-133,663
-5% -$5.04M 0.02% 898
2015
Q1 		$97.2M Buy
2,623,307
+82,469
+3% +$2.77M 0.02% 940
2014
Q4 		$82.7M Sell
2,540,838
-51,678
-2% -$1.6M 0.01% 987
2014
Q3 		$75.5M Sell
2,592,516
-129,289
-5% -$3.84M 0.01% 1004
2014
Q2 		$85.8M Sell
2,721,805
-45,172
-2% -$1.38M 0.01% 985
2014
Q1 		$85.9M Buy
2,766,977
+58,992
+2% +$1.81M 0.01% 956
2013
Q4 		$84.4M Sell
2,707,985
-44,142
-2% -$1.25M 0.01% 942
2013
Q3 		$70.3M Sell
2,752,127
-58,529
-2% -$1.56M 0.01% 996
2013
Q2 		$72.2M Buy
+2,810,656
New +$66.2M 0.01% 936

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock Institutional Trust's WBS Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Webster Financial (WBS) stake by 2.6% in Q4 2016, buying an estimated $3.61M and bringing the position to 3,156,708 shares worth $171M. The position accounts for 0.03% of the portfolio, ranked #654.

BlackRock Institutional Trust first reported a position in WBS in Q2 2013 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold WBS as of Q4 2016.

  • BlackRock Institutional Trust held 3,156,708 shares of Webster Financial worth $171M as of Q4 2016.
  • BlackRock Institutional Trust bought 78,629 Webster Financial shares in Q4 2016, an estimated $3.61M.
  • Webster Financial made up 0.03% of BlackRock Institutional Trust's portfolio in Q4 2016, its #654 holding.
  • BlackRock Institutional Trust first reported a position in Webster Financial in Q2 2013 and has held it in 15 quarters since.
  • 268 funds tracked by Wall St. Rank held Webster Financial as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.