EWM
WBS

Executive Wealth Management’s Webster Financial WBS Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-218
Closed -$10K – 795
2019
Q2 		$10K Buy
218
+2
+0.9% +$100 ﹤0.01% 622
2019
Q1 		$11K Hold
216
– – ﹤0.01% 540
2018
Q4 		$11K Buy
+216
New +$12.3K ﹤0.01% 551

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Executive Wealth Management's WBS Position: Q3 2019 in Review

Executive Wealth Management sold out of Webster Financial (WBS) in Q3 2019, closing a stake of 218 shares — an estimated $10K sold.

Executive Wealth Management first reported a position in WBS in Q4 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2019. 297 funds tracked by Wall St. Rank hold WBS as of Q3 2019.

  • Executive Wealth Management reported no remaining Webster Financial position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 218 Webster Financial shares in Q3 2019, an estimated $10K.
  • Executive Wealth Management first reported a position in Webster Financial in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Webster Financial position peaked at $11K in Q1 2019.
  • 297 funds tracked by Wall St. Rank held Webster Financial as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.