JA
WBS

JOYN Advisors’s Webster Financial WBS Stock Holding History

JOYN 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
2019
Q1 		– Sell
-524
Closed -$26K – 1399
2018
Q4 		$26K Buy
524
+422
+414% +$24.1K 0.01% 569
2018
Q3 		$6K Buy
102
+6
+6% +$390 ﹤0.01% 1147
2018
Q2 		$6K Buy
96
+25
+35% +$1.56K ﹤0.01% 1092
2018
Q1 		$4K Buy
+71
New +$4.01K ﹤0.01% 928

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JOYN Advisors's WBS Position: Q1 2019 in Review

JOYN Advisors sold out of Webster Financial (WBS) in Q1 2019, closing a stake of 524 shares — an estimated $26K sold.

JOYN Advisors first reported a position in WBS in Q1 2018 and held it in 4 quarters. The position peaked at $26K in Q4 2018. 309 funds tracked by Wall St. Rank hold WBS as of Q1 2019.

  • JOYN Advisors reported no remaining Webster Financial position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 524 Webster Financial shares in Q1 2019, an estimated $26K.
  • JOYN Advisors first reported a position in Webster Financial in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Webster Financial position peaked at $26K in Q4 2018.
  • 309 funds tracked by Wall St. Rank held Webster Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.