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Hotaling Investment Management’s Webster Financial WBS Stock Holding History

Hotaling Investment 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
Q2 		– Sell
-16,248
Closed -$823K – 123
2019
Q1 		$823K Buy
16,248
+56
+0.3% +$3.04K 0.56% 63
2018
Q4 		$798K Buy
+16,192
New +$925K 0.65% 57

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Macquarie Group
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WA
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Hotaling Investment Management's WBS Position: Q2 2019 in Review

Hotaling Investment Management sold out of Webster Financial (WBS) in Q2 2019, closing a stake of 16,248 shares — an estimated $823K sold.

Hotaling Investment Management first reported a position in WBS in Q4 2018 and held it in 2 quarters. The position peaked at $823K in Q1 2019. 309 funds tracked by Wall St. Rank hold WBS as of Q2 2019.

  • Hotaling Investment Management reported no remaining Webster Financial position as of Q2 2019 after selling out during the quarter.
  • Hotaling Investment Management sold 16,248 Webster Financial shares in Q2 2019, an estimated $823K.
  • Hotaling Investment Management first reported a position in Webster Financial in Q4 2018 and held it in 2 quarters.
  • Hotaling Investment Management's Webster Financial position peaked at $823K in Q1 2019.
  • 309 funds tracked by Wall St. Rank held Webster Financial as of Q2 2019.

Based on Hotaling Investment Management's 13F filing for Q2 2019, filed 8 Aug 2019.