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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Convergence Investment Partners's WBS Position: Q3 2017 in Review

Convergence Investment Partners sold out of Webster Financial (WBS) in Q3 2017, closing a stake of 47,101 shares — an estimated $2.46M sold.

Convergence Investment Partners first reported a position in WBS in Q2 2014 and held it in 6 quarters. The position peaked at $4.11M in Q3 2015. 257 funds tracked by Wall St. Rank hold WBS as of Q3 2017.

Convergence Investment Partners reported no remaining Webster Financial position as of Q3 2017 after selling out during the quarter.
Convergence Investment Partners sold 47,101 Webster Financial shares in Q3 2017, an estimated $2.46M.
Convergence Investment Partners first reported a position in Webster Financial in Q2 2014 and held it in 6 quarters.
Convergence Investment Partners's Webster Financial position peaked at $4.11M in Q3 2015.
257 funds tracked by Wall St. Rank held Webster Financial as of Q3 2017.

Based on Convergence Investment Partners's 13F filing for Q3 2017, filed 13 Nov 2017.