KCM
WBS

Kennedy Capital Management’s Webster Financial WBS Stock Holding History

Kennedy Capital 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
2018
Q1 		– Sell
-69,765
Closed -$3.92M – 767
2017
Q4 		$3.92M Sell
69,765
-9,832
-12% -$538K 0.07% 495
2017
Q3 		$4.18M Sell
79,597
-69,702
-47% -$3.48M 0.08% 471
2017
Q2 		$7.8M Sell
149,299
-178,749
-54% -$9.03M 0.15% 224
2017
Q1 		$16.4M Sell
328,048
-91,371
-22% -$4.88M 0.29% 88
2016
Q4 		$22.8M Buy
+419,419
New +$19.3M 0.4% 47
2016
Q2 		– Sell
-52,975
Closed -$1.9M – 750
2016
Q1 		$1.9M Sell
52,975
-556
-1% -$19K 0.04% 591
2015
Q4 		$1.99M Sell
53,531
-65,198
-55% -$2.47M 0.04% 573
2015
Q3 		$4.23M Sell
118,729
-7,534
-6% -$281K 0.09% 408
2015
Q2 		$4.99M Sell
126,263
-3,247
-3% -$122K 0.09% 396
2015
Q1 		$4.8M Sell
129,510
-158
-0.1% -$5.31K 0.08% 415
2014
Q4 		$4.22M Sell
129,668
-518
-0.4% -$16K 0.08% 439
2014
Q3 		$3.79M Sell
130,186
-1,730
-1% -$51.4K 0.07% 444
2014
Q2 		$4.16M Sell
131,916
-250
-0.2% -$7.62K 0.08% 418
2014
Q1 		$4.11M Sell
132,166
-3,548
-3% -$109K 0.08% 407
2013
Q4 		$4.23M Sell
135,714
-105,545
-44% -$3M 0.08% 418
2013
Q3 		$6.16M Sell
241,259
-1,303
-0.5% -$34.7K 0.12% 316
2013
Q2 		$6.23M Buy
+242,562
New +$5.72M 0.13% 305

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kennedy Capital Management's WBS Position: Q1 2018 in Review

Kennedy Capital Management sold out of Webster Financial (WBS) in Q1 2018, closing a stake of 69,765 shares — an estimated $3.92M sold.

Kennedy Capital Management first reported a position in WBS in Q2 2013 and held it in 17 quarters. The position peaked at $22.8M in Q4 2016. 271 funds tracked by Wall St. Rank hold WBS as of Q1 2018.

  • Kennedy Capital Management reported no remaining Webster Financial position as of Q1 2018 after selling out during the quarter.
  • Kennedy Capital Management sold 69,765 Webster Financial shares in Q1 2018, an estimated $3.92M.
  • Kennedy Capital Management first reported a position in Webster Financial in Q2 2013 and held it in 17 quarters.
  • Kennedy Capital Management's Webster Financial position peaked at $22.8M in Q4 2016.
  • 271 funds tracked by Wall St. Rank held Webster Financial as of Q1 2018.

Based on Kennedy Capital Management's 13F filing for Q1 2018, filed 14 May 2018.