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Koch Industries’s Webster Financial WBS Stock Holding History

Koch Industries’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
Q2 		– Sell
-17,565
Closed -$973K – 643
2018
Q1 		$973K Sell
17,565
-3,542
-17% -$200K 0.1% 137
2017
Q4 		$1.19M Buy
+21,107
New +$1.16M 0.17% 45
2017
Q3 		– Sell
-26,556
Closed -$1.39M – 581
2017
Q2 		$1.39M Buy
+26,556
New +$1.34M 0.38% 12

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $645B AUM 30.41% 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 $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $194B AUM 35% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Koch Industries's WBS Position: Q2 2018 in Review

Koch Industries sold out of Webster Financial (WBS) in Q2 2018, closing a stake of 17,565 shares — an estimated $973K sold.

Koch Industries first reported a position in WBS in Q2 2017 and held it in 3 quarters. The position peaked at $1.39M in Q2 2017. 290 funds tracked by Wall St. Rank hold WBS as of Q2 2018.

  • Koch Industries reported no remaining Webster Financial position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 17,565 Webster Financial shares in Q2 2018, an estimated $973K.
  • Koch Industries first reported a position in Webster Financial in Q2 2017 and held it in 3 quarters.
  • Koch Industries's Webster Financial position peaked at $1.39M in Q2 2017.
  • 290 funds tracked by Wall St. Rank held Webster Financial as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.