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Contravisory Investment Management’s Webster Financial WBS Stock Holding History

Contravisory 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
2016
Q2 		– Sell
-204,876
Closed -$7.36M – 233
2016
Q1 		$7.36M Sell
204,876
-11,019
-5% -$377K 2.15% 21
2015
Q4 		$8.03M Buy
+215,895
New +$8.18M 2.14% 23

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Contravisory Investment Management's WBS Position: Q2 2016 in Review

Contravisory Investment Management sold out of Webster Financial (WBS) in Q2 2016, closing a stake of 204,876 shares — an estimated $7.36M sold.

Contravisory Investment Management first reported a position in WBS in Q4 2015 and held it in 2 quarters. The position peaked at $8.03M in Q4 2015. 245 funds tracked by Wall St. Rank hold WBS as of Q2 2016.

  • Contravisory Investment Management reported no remaining Webster Financial position as of Q2 2016 after selling out during the quarter.
  • Contravisory Investment Management sold 204,876 Webster Financial shares in Q2 2016, an estimated $7.36M.
  • Contravisory Investment Management first reported a position in Webster Financial in Q4 2015 and held it in 2 quarters.
  • Contravisory Investment Management's Webster Financial position peaked at $8.03M in Q4 2015.
  • 245 funds tracked by Wall St. Rank held Webster Financial as of Q2 2016.

Based on Contravisory Investment Management's 13F filing for Q2 2016, filed 13 Jul 2016.