LAM
WBS icon

Lebenthal Asset Management’s Webster Financial WBS Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-113
Closed -$4K – 688
2016
Q3 		$4K Buy
+113
New +$4.16K ﹤0.01% 889

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 $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lebenthal Asset Management's WBS Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Webster Financial (WBS) in Q4 2016, closing a stake of 113 shares — an estimated $4K sold.

Lebenthal Asset Management first reported a position in WBS in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 268 funds tracked by Wall St. Rank hold WBS as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Webster Financial position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 113 Webster Financial shares in Q4 2016, an estimated $4K.
  • Lebenthal Asset Management first reported a position in Webster Financial in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Webster Financial position peaked at $4K in Q3 2016.
  • 268 funds tracked by Wall St. Rank held Webster Financial as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.