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Cynosure Advisors’s Webster Financial WBS Stock Holding History

Cynosure Advisors’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
2018
Q3 		– Sell
-6,868
Closed -$437K – 190
2018
Q2 		$437K Hold
6,868
– – 0.12% 124
2018
Q1 		$380K Buy
6,868
+77
+1% +$4.35K 0.1% 141
2017
Q4 		$381K Buy
+6,791
New +$372K 0.09% 160

Other funds holding WBS

T. Rowe Price Associates
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cynosure Advisors's WBS Position: Q3 2018 in Review

Cynosure Advisors sold out of Webster Financial (WBS) in Q3 2018, closing a stake of 6,868 shares — an estimated $437K sold.

Cynosure Advisors first reported a position in WBS in Q4 2017 and held it in 3 quarters. The position peaked at $437K in Q2 2018. 316 funds tracked by Wall St. Rank hold WBS as of Q3 2018.

  • Cynosure Advisors reported no remaining Webster Financial position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 6,868 Webster Financial shares in Q3 2018, an estimated $437K.
  • Cynosure Advisors first reported a position in Webster Financial in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Webster Financial position peaked at $437K in Q2 2018.
  • 316 funds tracked by Wall St. Rank held Webster Financial as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.