LG
WBS

Leuthold Group’s Webster Financial WBS Stock Holding History

Leuthold Group’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
2014
Q1 		– Sell
-66,750
Closed -$2.08M – 217
2013
Q4 		$2.08M Sell
66,750
-3,362
-5% -$95.6K 0.19% 143
2013
Q3 		$1.79M Buy
70,112
+779
+1% +$20.7K 0.17% 158
2013
Q2 		$1.78M Buy
+69,333
New +$1.63M 0.16% 158

Other funds holding WBS

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leuthold Group's WBS Position: Q1 2014 in Review

Leuthold Group sold out of Webster Financial (WBS) in Q1 2014, closing a stake of 66,750 shares — an estimated $2.08M sold.

Leuthold Group first reported a position in WBS in Q2 2013 and held it in 3 quarters. The position peaked at $2.08M in Q4 2013. 206 funds tracked by Wall St. Rank hold WBS as of Q1 2014.

  • Leuthold Group reported no remaining Webster Financial position as of Q1 2014 after selling out during the quarter.
  • Leuthold Group sold 66,750 Webster Financial shares in Q1 2014, an estimated $2.08M.
  • Leuthold Group first reported a position in Webster Financial in Q2 2013 and held it in 3 quarters.
  • Leuthold Group's Webster Financial position peaked at $2.08M in Q4 2013.
  • 206 funds tracked by Wall St. Rank held Webster Financial as of Q1 2014.

Based on Leuthold Group's 13F filing for Q1 2014, filed 15 May 2014.