Jacobs Levy Equity Management’s Webster Financial WBS Stock Holding History

Jacobs Levy Equity 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
2014 Q4	–	Sell	-9,380	Closed	-$273K	–	919
2014 Q3	$273K	Sell	9,380 -5,180	-36%	-$154K	﹤0.01%	695
2014 Q2	$459K	Sell	14,560 -19,930	-58%	-$608K	0.01%	647
2014 Q1	$1.07M	Buy	34,490 +18,930	+122%	+$581K	0.02%	524
2013 Q4	$485K	Sell	15,560 -24,740	-61%	-$703K	0.01%	720
2013 Q3	$1.03M	Sell	40,300 -69,910	-63%	-$1.86M	0.02%	528
2013 Q2	$2.83M	Buy	+110,210	New	+$2.6M	0.05%	361

Other funds holding WBS

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Jacobs Levy Equity Management's WBS Position: Q4 2014 in Review

Jacobs Levy Equity Management sold out of Webster Financial (WBS) in Q4 2014, closing a stake of 9,380 shares — an estimated $273K sold.

Jacobs Levy Equity Management first reported a position in WBS in Q2 2013 and held it in 6 quarters. The position peaked at $2.83M in Q2 2013. 201 funds tracked by Wall St. Rank hold WBS as of Q4 2014.

Jacobs Levy Equity Management reported no remaining Webster Financial position as of Q4 2014 after selling out during the quarter.
Jacobs Levy Equity Management sold 9,380 Webster Financial shares in Q4 2014, an estimated $273K.
Jacobs Levy Equity Management first reported a position in Webster Financial in Q2 2013 and held it in 6 quarters.
Jacobs Levy Equity Management's Webster Financial position peaked at $2.83M in Q2 2013.
201 funds tracked by Wall St. Rank held Webster Financial as of Q4 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2014, filed 17 Feb 2015.