JFA
WBS

JNBA Financial Advisors’s Webster Financial WBS Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-72
Closed -$3K – 1344
2016
Q3 		$3K Buy
+72
New +$2.65K ﹤0.01% 1371

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JNBA Financial Advisors's WBS Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Webster Financial (WBS) in Q4 2016, closing a stake of 72 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in WBS in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 268 funds tracked by Wall St. Rank hold WBS as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Webster Financial position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 72 Webster Financial shares in Q4 2016, an estimated $3K.
  • JNBA Financial Advisors first reported a position in Webster Financial in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Webster Financial position peaked at $3K in Q3 2016.
  • 268 funds tracked by Wall St. Rank held Webster Financial as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.