CCA
WBS

Checchi Capital Advisers’s Webster Financial WBS Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-773
Closed -$26K – 1209
2016
Q2 		$26K Buy
+773
New +$28.2K ﹤0.01% 1108

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $717B AUM 35.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Checchi Capital Advisers's WBS Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Webster Financial (WBS) in Q3 2016, closing a stake of 773 shares — an estimated $26K sold.

Checchi Capital Advisers first reported a position in WBS in Q2 2016 and held it in 1 quarter. The position peaked at $26K in Q2 2016. 240 funds tracked by Wall St. Rank hold WBS as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Webster Financial position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 773 Webster Financial shares in Q3 2016, an estimated $26K.
  • Checchi Capital Advisers first reported a position in Webster Financial in Q2 2016 and held it in 1 quarter.
  • Checchi Capital Advisers's Webster Financial position peaked at $26K in Q2 2016.
  • 240 funds tracked by Wall St. Rank held Webster Financial as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.