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Index Management Solutions’s Webster Financial WBS Stock Holding History

Index Management Solutions’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
2014
Q4 		– Sell
-5,422
Closed -$158K – 1010
2014
Q3 		$158K Buy
5,422
+666
+14% +$19.8K 0.02% 722
2014
Q2 		$150K Buy
4,756
+3,311
+229% +$101K 0.02% 712
2014
Q1 		$45K Buy
+1,445
New +$44.4K 0.01% 884

Other funds holding WBS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Index Management Solutions's WBS Position: Q4 2014 in Review

Index Management Solutions sold out of Webster Financial (WBS) in Q4 2014, closing a stake of 5,422 shares — an estimated $158K sold.

Index Management Solutions first reported a position in WBS in Q1 2014 and held it in 3 quarters. The position peaked at $158K in Q3 2014. 201 funds tracked by Wall St. Rank hold WBS as of Q4 2014.

  • Index Management Solutions reported no remaining Webster Financial position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 5,422 Webster Financial shares in Q4 2014, an estimated $158K.
  • Index Management Solutions first reported a position in Webster Financial in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Webster Financial position peaked at $158K in Q3 2014.
  • 201 funds tracked by Wall St. Rank held Webster Financial as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.