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Boston Private Bank & Trust’s Webster Financial WBS Stock Holding History

Boston Private Bank & 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
2015
Q1 		$11K Hold
300
– – ﹤0.01% 816
2014
Q4 		$10K Hold
300
– – ﹤0.01% 863
2014
Q3 		$9K Hold
300
– – ﹤0.01% 883
2014
Q2 		$9K Buy
+300
New +$9.15K ﹤0.01% 837

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SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Private Bank & Trust's WBS Position: Q1 2015 in Review

Boston Private Bank & Trust held its Webster Financial (WBS) position steady in Q1 2015 at 300 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Boston Private Bank & Trust first reported a position in WBS in Q2 2014 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold WBS as of Q1 2015.

  • Boston Private Bank & Trust held 300 shares of Webster Financial worth $11K as of Q1 2015.
  • Boston Private Bank & Trust left its Webster Financial share count unchanged in Q1 2015.
  • Webster Financial made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #816 holding.
  • Boston Private Bank & Trust first reported a position in Webster Financial in Q2 2014 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held Webster Financial as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.