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Independent Advisor Alliance’s Webster Financial WBS Stock Holding History

Independent Advisor Alliance’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
2018
Q4 		– Sell
-6,946
Closed -$338K – 465
2018
Q3 		$338K Buy
+6,946
New +$452K 0.06% 245

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Independent Advisor Alliance's WBS Position: Q4 2018 in Review

Independent Advisor Alliance sold out of Webster Financial (WBS) in Q4 2018, closing a stake of 6,946 shares — an estimated $338K sold.

Independent Advisor Alliance first reported a position in WBS in Q3 2018 and held it in 1 quarter. The position peaked at $338K in Q3 2018. 316 funds tracked by Wall St. Rank hold WBS as of Q4 2018.

  • Independent Advisor Alliance reported no remaining Webster Financial position as of Q4 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,946 Webster Financial shares in Q4 2018, an estimated $338K.
  • Independent Advisor Alliance first reported a position in Webster Financial in Q3 2018 and held it in 1 quarter.
  • Independent Advisor Alliance's Webster Financial position peaked at $338K in Q3 2018.
  • 316 funds tracked by Wall St. Rank held Webster Financial as of Q4 2018.

Based on Independent Advisor Alliance's 13F filing for Q4 2018, filed 12 Feb 2019.