CMBA
WBS

C.M. Bidwell & Associates’s Webster Financial WBS Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-6,765
Closed -$251K – 258
2015
Q1 		$251K Hold
6,765
– – 0.06% 134
2014
Q4 		$220K Buy
6,765
+5,405
+397% +$167K 0.05% 143
2014
Q3 		$40K Buy
+1,360
New +$40.4K 0.01% 210

Other funds holding WBS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 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

C.M. Bidwell & Associates's WBS Position: Q2 2015 in Review

C.M. Bidwell & Associates sold out of Webster Financial (WBS) in Q2 2015, closing a stake of 6,765 shares — an estimated $251K sold.

C.M. Bidwell & Associates first reported a position in WBS in Q3 2014 and held it in 3 quarters. The position peaked at $251K in Q1 2015. 247 funds tracked by Wall St. Rank hold WBS as of Q2 2015.

  • C.M. Bidwell & Associates reported no remaining Webster Financial position as of Q2 2015 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 6,765 Webster Financial shares in Q2 2015, an estimated $251K.
  • C.M. Bidwell & Associates first reported a position in Webster Financial in Q3 2014 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Webster Financial position peaked at $251K in Q1 2015.
  • 247 funds tracked by Wall St. Rank held Webster Financial as of Q2 2015.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2015, filed 21 Aug 2015.