GWM
WBS

Gupta Wealth Management’s Webster Financial WBS Stock Holding History

Gupta 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
2016
Q1 		– Sell
-844
Closed -$31K – 1293
2015
Q4 		$31K Hold
844
– – 0.01% 559
2015
Q3 		$30K Hold
844
– – 0.01% 578
2015
Q2 		$33K Buy
+844
New +$31.8K 0.01% 584

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's WBS Position: Q1 2016 in Review

Gupta Wealth Management sold out of Webster Financial (WBS) in Q1 2016, closing a stake of 844 shares — an estimated $31K sold.

Gupta Wealth Management first reported a position in WBS in Q2 2015 and held it in 3 quarters. The position peaked at $33K in Q2 2015. 228 funds tracked by Wall St. Rank hold WBS as of Q1 2016.

  • Gupta Wealth Management reported no remaining Webster Financial position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 844 Webster Financial shares in Q1 2016, an estimated $31K.
  • Gupta Wealth Management first reported a position in Webster Financial in Q2 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Webster Financial position peaked at $33K in Q2 2015.
  • 228 funds tracked by Wall St. Rank held Webster Financial as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.