Capital World Investors’s Webster Financial WBS Stock Holding History

Capital World Investors’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
2020 Q1	–	Sell	-209,000	Closed	-$11.2M	–	555
2019 Q4	$11.2M	Hold	209,000	–	–	﹤0.01%	459
2019 Q3	$9.8M	Hold	209,000	–	–	﹤0.01%	470
2019 Q2	$9.98M	Sell	209,000 -230,000	-52%	-$11.5M	﹤0.01%	488
2019 Q1	$22.2M	Hold	439,000	–	–	0.01%	426
2018 Q4	$21.6M	Hold	439,000	–	–	0.01%	428
2018 Q3	$25.9M	Sell	439,000 -3,222,000	-88%	-$210M	0.01%	446
2018 Q2	$233M	Buy	3,661,000 +445,000	+14%	+$27.7M	0.05%	229
2018 Q1	$178M	Buy	3,216,000 +616,000	+24%	+$34.8M	0.04%	245
2017 Q4	$146M	Buy	2,600,000 +263,600	+11%	+$14.4M	0.03%	265
2017 Q3	$123M	Hold	2,336,400	–	–	0.03%	270
2017 Q2	$122M	Hold	2,336,400	–	–	0.03%	261
2017 Q1	$117M	Buy	2,336,400 +1,190,816	+104%	+$63.6M	0.03%	275
2016 Q4	$62.2M	Buy	1,145,584 +883,584	+337%	+$40.6M	0.02%	329
2016 Q3	$9.96M	Hold	262,000	–	–	﹤0.01%	447
2016 Q2	$8.89M	Buy	+262,000	New	+$9.54M	﹤0.01%	453

Other funds holding WBS

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FCM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Capital World Investors's WBS Position: Q1 2020 in Review

Capital World Investors sold out of Webster Financial (WBS) in Q1 2020, closing a stake of 209,000 shares — an estimated $11.2M sold.

Capital World Investors first reported a position in WBS in Q2 2016 and held it in 15 quarters. The position peaked at $233M in Q2 2018. 275 funds tracked by Wall St. Rank hold WBS as of Q1 2020.

Capital World Investors reported no remaining Webster Financial position as of Q1 2020 after selling out during the quarter.
Capital World Investors sold 209,000 Webster Financial shares in Q1 2020, an estimated $11.2M.
Capital World Investors first reported a position in Webster Financial in Q2 2016 and held it in 15 quarters.
Capital World Investors's Webster Financial position peaked at $233M in Q2 2018.
275 funds tracked by Wall St. Rank held Webster Financial as of Q1 2020.

Based on Capital World Investors's 13F filing for Q1 2020, filed 15 May 2020.