C-J Advisory’s Webster Financial WBS Stock Holding History

C-J Advisory’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
2018 Q1	–	Sell	-347	Closed	-$19K	–	165
2017 Q4	$19K	Hold	347	–	–	0.01%	80
2017 Q3	$18K	Sell	347 -57	-14%	-$2.85K	0.01%	81
2017 Q2	$21K	Hold	404	–	–	0.02%	73
2017 Q1	$20K	Hold	404	–	–	0.02%	80
2016 Q4	$22K	Hold	404	–	–	0.02%	71
2016 Q3	$15K	Buy	+404	New	+$14.9K	0.01%	93

Other funds holding WBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

C-J Advisory's WBS Position: Q1 2018 in Review

C-J Advisory sold out of Webster Financial (WBS) in Q1 2018, closing a stake of 347 shares — an estimated $19K sold.

C-J Advisory first reported a position in WBS in Q3 2016 and held it in 6 quarters. The position peaked at $22K in Q4 2016. 271 funds tracked by Wall St. Rank hold WBS as of Q1 2018.

C-J Advisory reported no remaining Webster Financial position as of Q1 2018 after selling out during the quarter.
C-J Advisory sold 347 Webster Financial shares in Q1 2018, an estimated $19K.
C-J Advisory first reported a position in Webster Financial in Q3 2016 and held it in 6 quarters.
C-J Advisory's Webster Financial position peaked at $22K in Q4 2016.
271 funds tracked by Wall St. Rank held Webster Financial as of Q1 2018.

Based on C-J Advisory's 13F filing for Q1 2018, filed 3 May 2019.