CIM
WBS icon

Calvert Investment Management’s Webster Financial WBS Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-6,385
Closed -$347K – 607
2016
Q4 		$347K Sell
6,385
-1,024
-14% -$47K 0.01% 631
2016
Q3 		$282K Buy
7,409
+37
+0.5% +$1.36K 0.01% 679
2016
Q2 		$250K Buy
7,372
+971
+15% +$35.4K 0.01% 669
2016
Q1 		$230K Buy
6,401
+473
+8% +$16.2K 0.01% 666
2015
Q4 		$220K Buy
+5,928
New +$225K 0.01% 639

Other funds holding WBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calvert Investment Management's WBS Position: Q1 2017 in Review

Calvert Investment Management sold out of Webster Financial (WBS) in Q1 2017, closing a stake of 6,385 shares — an estimated $347K sold.

Calvert Investment Management first reported a position in WBS in Q4 2015 and held it in 5 quarters. The position peaked at $347K in Q4 2016. 272 funds tracked by Wall St. Rank hold WBS as of Q1 2017.

  • Calvert Investment Management reported no remaining Webster Financial position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 6,385 Webster Financial shares in Q1 2017, an estimated $347K.
  • Calvert Investment Management first reported a position in Webster Financial in Q4 2015 and held it in 5 quarters.
  • Calvert Investment Management's Webster Financial position peaked at $347K in Q4 2016.
  • 272 funds tracked by Wall St. Rank held Webster Financial as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.