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Kiwi Wealth Investments Limited Partnership’s Webster Financial WBS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2015
Q4 		– Sell
-105,604
Closed -$3.76M – 131
2015
Q3 		$3.76M Buy
+105,604
New +$3.93M 0.44% 64

Other funds holding WBS

Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WBS Position: Q4 2015 in Review

Kiwi Wealth Investments Limited Partnership sold out of Webster Financial (WBS) in Q4 2015, closing a stake of 105,604 shares — an estimated $3.76M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WBS in Q3 2015 and held it in 1 quarter. The position peaked at $3.76M in Q3 2015. 251 funds tracked by Wall St. Rank hold WBS as of Q4 2015.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Webster Financial position as of Q4 2015 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 105,604 Webster Financial shares in Q4 2015, an estimated $3.76M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Webster Financial in Q3 2015 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's Webster Financial position peaked at $3.76M in Q3 2015.
  • 251 funds tracked by Wall St. Rank held Webster Financial as of Q4 2015.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2015, filed 17 Feb 2016.