Convergence Investment Partners’s Webster Financial WBS Stock Holding History

Convergence Investment Partners’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 Q3	–	Sell	-47,101	Closed	-$2.46M	–	402
2017 Q2	$2.46M	Buy	47,101 +25,252	+116%	+$1.28M	0.36%	102
2017 Q1	$1.09M	Buy	+21,849	New	+$1.17M	0.15%	236
2015 Q4	–	Sell	-115,236	Closed	-$4.11M	–	393
2015 Q3	$4.11M	Buy	+115,236	New	+$4.29M	0.47%	69
2015 Q2	–	Sell	-64,464	Closed	-$2.39M	–	424
2015 Q1	$2.39M	Buy	+64,464	New	+$2.17M	0.33%	101
2014 Q4	–	Sell	-38,868	Closed	-$1.13M	–	431
2014 Q3	$1.13M	Sell	38,868 -14,740	-27%	-$438K	0.16%	203
2014 Q2	$1.69M	Buy	+53,608	New	+$1.63M	0.22%	150

Other funds holding WBS

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return