LFA
WBS

Legacy Financial Advisors’s Webster Financial WBS Stock Holding History

Legacy Financial 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
Q2 		– Sell
-16
Closed -$1K – 894
2019
Q1 		$1K Sell
16
-113
-88% -$6.13K ﹤0.01% 1026
2018
Q4 		$6K Buy
129
+56
+77% +$3.2K ﹤0.01% 712
2018
Q3 		$4K Sell
73
-54
-43% -$3.51K ﹤0.01% 744
2018
Q2 		$8K Sell
127
-31
-20% -$1.93K ﹤0.01% 604
2018
Q1 		$8K Sell
158
-45
-22% -$2.54K ﹤0.01% 552
2017
Q4 		$11K Buy
+203
New +$11.1K ﹤0.01% 455

Other funds holding WBS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Legacy Financial Advisors's WBS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Webster Financial (WBS) in Q2 2019, closing a stake of 16 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in WBS in Q4 2017 and held it in 6 quarters. The position peaked at $11K in Q4 2017. 309 funds tracked by Wall St. Rank hold WBS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Webster Financial position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 16 Webster Financial shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Webster Financial in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Webster Financial position peaked at $11K in Q4 2017.
  • 309 funds tracked by Wall St. Rank held Webster Financial as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.