Independent Portfolio Consultants’s Webster Financial WBS Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$156K	Sell	2,993 -1,137	-28%	-$57.4K	0.06%	334
2017 Q1	$207K	Sell	4,130 -1,940	-32%	-$104K	0.07%	326
2016 Q4	$329K	Sell	6,070 -35	-0.6%	-$1.61K	0.11%	253
2016 Q3	$232K	Buy	6,105 +285	+5%	+$10.5K	0.07%	297
2016 Q2	$198K	Sell	5,820 -4,595	-44%	-$167K	0.06%	333
2016 Q1	$374K	Sell	10,415 -2,575	-20%	-$88.2K	0.1%	254
2015 Q4	$483K	Buy	12,990 +2,240	+21%	+$84.8K	0.14%	200
2015 Q3	$383K	Buy	10,750 +555	+5%	+$20.7K	0.08%	281
2015 Q2	$403K	Buy	+10,195	New	+$385K	0.08%	274

Other funds holding WBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Independent Portfolio Consultants's WBS Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Webster Financial (WBS) stake by 28% in Q2 2017, selling an estimated $57.4K and leaving 2,993 shares worth $156K. The position accounts for 0.06% of the portfolio, ranked #334.

Independent Portfolio Consultants first reported a position in WBS in Q2 2015 and has held it in 9 quarters since. The position peaked at $483K in Q4 2015. 281 funds tracked by Wall St. Rank hold WBS as of Q2 2017.

Independent Portfolio Consultants held 2,993 shares of Webster Financial worth $156K as of Q2 2017.
Independent Portfolio Consultants sold 1,137 Webster Financial shares in Q2 2017, an estimated $57.4K.
Webster Financial made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #334 holding.
Independent Portfolio Consultants first reported a position in Webster Financial in Q2 2015 and has held it in 9 quarters since.
Independent Portfolio Consultants's Webster Financial position peaked at $483K in Q4 2015.
281 funds tracked by Wall St. Rank held Webster Financial as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.