CIM
WBS

CIM Investment Management’s Webster Financial WBS Stock Holding History

CIM 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
Q2 		– Sell
-7,778
Closed -$389K – 375
2017
Q1 		$389K Hold
7,778
– – 0.13% 213
2016
Q4 		$422K Hold
7,778
– – 0.15% 185
2016
Q3 		$296K Buy
7,778
+300
+4% +$11K 0.11% 250
2016
Q2 		$254K Buy
7,478
+750
+11% +$27.3K 0.11% 248
2016
Q1 		$242K Buy
6,728
+874
+15% +$29.9K 0.11% 229
2015
Q4 		$218K Hold
5,854
– – 0.1% 225
2015
Q3 		$209K Buy
5,854
+695
+13% +$25.9K 0.1% 229
2015
Q2 		$204K Buy
+5,159
New +$195K 0.09% 243

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIM Investment Management's WBS Position: Q2 2017 in Review

CIM Investment Management sold out of Webster Financial (WBS) in Q2 2017, closing a stake of 7,778 shares — an estimated $389K sold.

CIM Investment Management first reported a position in WBS in Q2 2015 and held it in 8 quarters. The position peaked at $422K in Q4 2016. 281 funds tracked by Wall St. Rank hold WBS as of Q2 2017.

  • CIM Investment Management reported no remaining Webster Financial position as of Q2 2017 after selling out during the quarter.
  • CIM Investment Management sold 7,778 Webster Financial shares in Q2 2017, an estimated $389K.
  • CIM Investment Management first reported a position in Webster Financial in Q2 2015 and held it in 8 quarters.
  • CIM Investment Management's Webster Financial position peaked at $422K in Q4 2016.
  • 281 funds tracked by Wall St. Rank held Webster Financial as of Q2 2017.

Based on CIM Investment Management's 13F filing for Q2 2017, filed 8 Aug 2017.