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Dorsey & Whitney Trust’s Webster Financial WBS Stock Holding History

Dorsey & Whitney Trust’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
Q4 		– Sell
-3,423
Closed -$202K – 434
2018
Q3 		$202K Hold
3,423
– – 0.03% 394
2018
Q2 		$218K Buy
+3,423
New +$213K 0.04% 345

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dorsey & Whitney Trust's WBS Position: Q4 2018 in Review

Dorsey & Whitney Trust sold out of Webster Financial (WBS) in Q4 2018, closing a stake of 3,423 shares — an estimated $202K sold.

Dorsey & Whitney Trust first reported a position in WBS in Q2 2018 and held it in 2 quarters. The position peaked at $218K in Q2 2018. 316 funds tracked by Wall St. Rank hold WBS as of Q4 2018.

  • Dorsey & Whitney Trust reported no remaining Webster Financial position as of Q4 2018 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 3,423 Webster Financial shares in Q4 2018, an estimated $202K.
  • Dorsey & Whitney Trust first reported a position in Webster Financial in Q2 2018 and held it in 2 quarters.
  • Dorsey & Whitney Trust's Webster Financial position peaked at $218K in Q2 2018.
  • 316 funds tracked by Wall St. Rank held Webster Financial as of Q4 2018.

Based on Dorsey & Whitney Trust's 13F filing for Q4 2018, filed 25 Jan 2019.