LMGAM
WBS

Liberty Mutual Group Asset Management’s Webster Financial WBS Stock Holding History

Liberty Mutual Group 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
2018
Q4 		– Sell
-18,340
Closed -$1.08M – 779
2018
Q3 		$1.08M Sell
18,340
-2,492
-12% -$162K 0.02% 345
2018
Q2 		$1.33M Buy
20,832
+206
+1% +$12.8K 0.03% 248
2018
Q1 		$1.14M Sell
20,626
-5,240
-20% -$296K 0.04% 322
2017
Q4 		$1.45M Sell
25,866
-744
-3% -$40.7K 0.04% 272
2017
Q3 		$1.4M Sell
26,610
-10,151
-28% -$507K 0.08% 298
2017
Q2 		$1.92M Sell
36,761
-5,053
-12% -$255K 0.08% 319
2017
Q1 		$2.09M Buy
41,814
+1,283
+3% +$68.5K 0.08% 320
2016
Q4 		$2.2M Buy
40,531
+944
+2% +$43.4K 0.08% 311
2016
Q3 		$1.5M Sell
39,587
-101
-0.3% -$3.72K 0.05% 461
2016
Q2 		$1.35M Buy
39,688
+3,352
+9% +$122K 0.05% 497
2016
Q1 		$1.3M Sell
36,336
-18,350
-34% -$628K 0.05% 465
2015
Q4 		$2.03M Buy
54,686
+15,536
+40% +$588K 0.08% 355
2015
Q3 		$1.4M Buy
39,150
+1,089
+3% +$40.6K 0.05% 705
2015
Q2 		$1.5M Buy
38,061
+7,338
+24% +$277K 0.05% 697
2015
Q1 		$1.14M Buy
30,723
+1,648
+6% +$55.3K 0.04% 827
2014
Q4 		$944K Sell
29,075
-272
-0.9% -$8.41K 0.03% 856
2014
Q3 		$855K Buy
29,347
+458
+2% +$13.6K 0.03% 898
2014
Q2 		$911K Buy
28,889
+327
+1% +$9.97K 0.03% 882
2014
Q1 		$887K Buy
28,562
+8,912
+45% +$274K 0.03% 871
2013
Q4 		$613K Sell
19,650
-8,517
-30% -$242K 0.02% 902
2013
Q3 		$719K Sell
28,167
-8,961
-24% -$239K 0.03% 757
2013
Q2 		$953K Buy
+37,128
New +$875K 0.04% 578

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Liberty Mutual Group Asset Management's WBS Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Webster Financial (WBS) in Q4 2018, closing a stake of 18,340 shares — an estimated $1.08M sold.

Liberty Mutual Group Asset Management first reported a position in WBS in Q2 2013 and held it in 22 quarters. The position peaked at $2.2M in Q4 2016. 316 funds tracked by Wall St. Rank hold WBS as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Webster Financial position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 18,340 Webster Financial shares in Q4 2018, an estimated $1.08M.
  • Liberty Mutual Group Asset Management first reported a position in Webster Financial in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Webster Financial position peaked at $2.2M in Q4 2016.
  • 316 funds tracked by Wall St. Rank held Webster Financial as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.