Cornerstone Advisors (Washington)’s Webster Financial WBS Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$2K	Hold	62	–	–	﹤0.01%	610
2020 Q2	$2K	Sell	62 -282	-82%	-$7.47K	﹤0.01%	599
2020 Q1	$8K	Buy	+344	New	+$14K	﹤0.01%	434
2019 Q3	–	Sell	-56	Closed	-$3K	–	1368
2019 Q2	$3K	Buy	+56	New	+$2.79K	﹤0.01%	1073
2019 Q1	–	Sell	-19	Closed	-$1K	–	1397
2018 Q4	$1K	Hold	19	–	–	﹤0.01%	1117
2018 Q3	$1K	Hold	19	–	–	﹤0.01%	1147
2018 Q2	$1K	Hold	19	–	–	﹤0.01%	1124
2018 Q1	$1K	Buy	+19	New	+$1.07K	﹤0.01%	1111

Other funds holding WBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Advisors (Washington)'s WBS Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its Webster Financial (WBS) position steady in Q3 2020 at 62 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Cornerstone Advisors (Washington) first reported a position in WBS in Q1 2018 and has held it in 8 quarters since. The position peaked at $8K in Q1 2020. 255 funds tracked by Wall St. Rank hold WBS as of Q3 2020.

Cornerstone Advisors (Washington) held 62 shares of Webster Financial worth $2K as of Q3 2020.
Cornerstone Advisors (Washington) left its Webster Financial share count unchanged in Q3 2020.
Webster Financial made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #610 holding.
Cornerstone Advisors (Washington) first reported a position in Webster Financial in Q1 2018 and has held it in 8 quarters since.
Cornerstone Advisors (Washington)'s Webster Financial position peaked at $8K in Q1 2020.
255 funds tracked by Wall St. Rank held Webster Financial as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.