First Mercantile Trust’s Webster Financial WBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$579K Buy
10,615
+31
+0.3% +$1.54K 0.08% 163
2021
Q2
$564K Sell
10,584
-259
-2% -$14.4K 0.07% 169
2021
Q1
$597K Sell
10,843
-755
-7% -$40.2K 0.07% 165
2020
Q4
$488K Sell
11,598
-551
-5% -$19.9K 0.06% 191
2020
Q3
$462K Sell
12,149
-1,829
-13% -$49.5K 0.06% 186
2020
Q2
$400K Sell
13,978
-3,074
-18% -$81.4K 0.05% 217
2020
Q1
$391K Buy
17,052
+1,574
+10% +$64K 0.06% 196
2019
Q4
$826K Buy
15,478
+2,072
+15% +$99.7K 0.1% 124
2019
Q3
$628K Sell
13,406
-755
-5% -$35.7K 0.07% 191
2019
Q2
$676K Sell
14,161
-2,817
-17% -$140K 0.07% 156
2019
Q1
$860K Sell
16,978
-754
-4% -$40.9K 0.2% 123
2018
Q4
$874K Sell
17,732
-346
-2% -$19.8K 0.21% 114
2018
Q3
$1.06M Buy
18,078
+291
+2% +$18.9K 0.21% 111
2018
Q2
$1.13M Sell
17,787
-2,660
-13% -$166K 0.23% 99
2018
Q1
$1.13M Buy
20,447
+484
+2% +$27.4K 0.24% 88
2017
Q4
$1.12M Sell
19,963
-552
-3% -$30.2K 0.22% 97
2017
Q3
$1.08M Sell
20,515
-394
-2% -$19.7K 0.2% 112
2017
Q2
$1.09M Sell
20,909
-10,642
-34% -$537K 0.2% 116
2017
Q1
$1.58M Sell
31,551
-1,078
-3% -$57.6K 0.24% 101
2016
Q4
$1.77M Sell
32,629
-6,138
-16% -$282K 0.27% 78
2016
Q3
$1.47M Buy
38,767
+4,565
+13% +$168K 0.2% 127
2016
Q2
$1.16M Buy
34,202
+19
+0.1% +$692 0.14% 177
2016
Q1
$1.23M Buy
34,183
+17,911
+110% +$613K 0.15% 159
2015
Q4
$605K Buy
16,272
+12,802
+369% +$485K 0.06% 369
2015
Q3
$124K Buy
3,470
+370
+12% +$13.8K 0.01% 779
2015
Q2
$123K Sell
3,100
-830
-21% -$31.3K 0.01% 806
2015
Q1
$146K Buy
3,930
+40
+1% +$1.34K 0.01% 761
2014
Q4
$127K Sell
3,890
-210
-5% -$6.49K 0.01% 789
2014
Q3
$119K Buy
4,100
+1,310
+47% +$38.9K 0.01% 833
2014
Q2
$88K Buy
2,790
+80
+3% +$2.44K 0.01% 842
2014
Q1
$84K Sell
2,710
-130
-5% -$3.99K 0.01% 935
2013
Q4
$89K Buy
2,840
+30
+1% +$853 0.01% 850
2013
Q3
$72K Sell
2,810
-5,420
-66% -$144K 0.01% 882
2013
Q2
$211K Buy
+8,230
New +$194K 0.02% 727

Other funds holding WBS

First Mercantile Trust's WBS Position: Q3 2021 in Review

First Mercantile Trust increased its Webster Financial (WBS) stake by 0.29% in Q3 2021, buying an estimated $1.54K and bringing the position to 10,615 shares worth $579K. The position accounts for 0.08% of the portfolio, ranked #163.

First Mercantile Trust first reported a position in WBS in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.77M in Q4 2016. 291 funds tracked by Wall St. Rank hold WBS as of Q3 2021.

  • First Mercantile Trust held 10,615 shares of Webster Financial worth $579K as of Q3 2021.
  • First Mercantile Trust bought 31 Webster Financial shares in Q3 2021, an estimated $1.54K.
  • Webster Financial made up 0.08% of First Mercantile Trust's portfolio in Q3 2021, its #163 holding.
  • First Mercantile Trust first reported a position in Webster Financial in Q2 2013 and has held it in 34 quarters since.
  • First Mercantile Trust's Webster Financial position peaked at $1.77M in Q4 2016.
  • 291 funds tracked by Wall St. Rank held Webster Financial as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.