JG
WBS icon

Jefferies Group’s Webster Financial WBS Stock Holding History

Jefferies Group’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
2020
Q2 		– Sell
-37,825
Closed -$866K – 2127
2020
Q1 		$866K Buy
37,825
+27,825
+278% +$1.13M 0.03% 1081
2019
Q4 		$534K Buy
10,000
+3,869
+63% +$186K 0.01% 1767
2019
Q3 		$287K Sell
6,131
-21,741
-78% -$1.03M 0.01% 2199
2019
Q2 		$1.33M Buy
27,872
+9,437
+51% +$470K 0.04% 1134
2019
Q1 		$934K Buy
18,435
+7,891
+75% +$428K 0.03% 1307
2018
Q4 		$520K Sell
10,544
-6,378
-38% -$364K 0.02% 1449
2018
Q3 		$998K Buy
+16,922
New +$1.1M 0.03% 1325
2017
Q4 		– Sell
-7,884
Closed -$414K – 2863
2017
Q3 		$414K Buy
+7,884
New +$394K 0.01% 1731
2017
Q2 		– Sell
-4,536
Closed -$227K – 2633
2017
Q1 		$227K Buy
+4,536
New +$242K 0.01% 1970

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 $5.7T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return