CWM
WBS

Catamount Wealth Management’s Webster Financial WBS Stock Holding History

Catamount Wealth 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
2015
Q4 		– Sell
-500
Closed -$18K – 147
2015
Q3 		$18K Hold
500
– – 0.02% 82
2015
Q2 		$20K Hold
500
– – 0.02% 96
2015
Q1 		$19K Hold
500
– – 0.02% 88
2014
Q4 		$16K Buy
+500
New +$15.5K 0.02% 79

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Catamount Wealth Management's WBS Position: Q4 2015 in Review

Catamount Wealth Management sold out of Webster Financial (WBS) in Q4 2015, closing a stake of 500 shares — an estimated $18K sold.

Catamount Wealth Management first reported a position in WBS in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q2 2015. 251 funds tracked by Wall St. Rank hold WBS as of Q4 2015.

  • Catamount Wealth Management reported no remaining Webster Financial position as of Q4 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 500 Webster Financial shares in Q4 2015, an estimated $18K.
  • Catamount Wealth Management first reported a position in Webster Financial in Q4 2014 and held it in 4 quarters.
  • Catamount Wealth Management's Webster Financial position peaked at $20K in Q2 2015.
  • 251 funds tracked by Wall St. Rank held Webster Financial as of Q4 2015.

Based on Catamount Wealth Management's 13F filing for Q4 2015, filed 22 Jun 2016.