Fiduciary Management Associates’s Webster Financial WBS Stock Holding History

Fiduciary Management Associates’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
2016 Q1	$22.4M	Sell	624,745 -60,890	-9%	-$2.09M	1.47%	35
2015 Q4	$25.5M	Buy	685,635 +20,565	+3%	+$779K	1.5%	20
2015 Q3	$23.7M	Sell	665,070 -5,860	-0.9%	-$218K	1.54%	13
2015 Q2	$26.5M	Sell	670,930 -82,685	-11%	-$3.12M	1.56%	9
2015 Q1	$27.9M	Sell	753,615 -2,030	-0.3%	-$68.2K	1.67%	3
2014 Q4	$24.6M	Buy	755,645 +45,730	+6%	+$1.41M	1.53%	12
2014 Q3	$20.7M	Sell	709,915 -13,360	-2%	-$397K	1.47%	17
2014 Q2	$22.8M	Sell	723,275 -9,580	-1%	-$292K	1.51%	11
2014 Q1	$22.8M	Sell	732,855 -120	-0%	-$3.69K	1.51%	10
2013 Q4	$22.9M	Sell	732,975 -19,570	-3%	-$556K	1.55%	3
2013 Q3	$19.2M	Sell	752,545 -47,340	-6%	-$1.26M	1.39%	14
2013 Q2	$20.5M	Buy	+799,885	New	+$18.9M	1.6%	3

Other funds holding WBS

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Fiduciary Management Associates's WBS Position: Q1 2016 in Review

Fiduciary Management Associates reduced its Webster Financial (WBS) stake by 8.9% in Q1 2016, selling an estimated $2.09M and leaving 624,745 shares worth $22.4M. The position accounts for 1.47% of the portfolio, ranked #35.

Fiduciary Management Associates first reported a position in WBS in Q2 2013 and has held it in 12 quarters since. The position peaked at $27.9M in Q1 2015. 228 funds tracked by Wall St. Rank hold WBS as of Q1 2016.

Fiduciary Management Associates held 624,745 shares of Webster Financial worth $22.4M as of Q1 2016.
Fiduciary Management Associates sold 60,890 Webster Financial shares in Q1 2016, an estimated $2.09M.
Webster Financial made up 1.47% of Fiduciary Management Associates's portfolio in Q1 2016, its #35 holding.
Fiduciary Management Associates first reported a position in Webster Financial in Q2 2013 and has held it in 12 quarters since.
Fiduciary Management Associates's Webster Financial position peaked at $27.9M in Q1 2015.
228 funds tracked by Wall St. Rank held Webster Financial as of Q1 2016.

Based on Fiduciary Management Associates's 13F filing for Q1 2016, filed 4 May 2016.