LNC
WBS

Lincoln National Corp’s Webster Financial WBS Stock Holding History

Lincoln National Corp’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
Q3 		– Sell
-6,168
Closed -$393K – 529
2018
Q2 		$393K Hold
6,168
– – 0.01% 310
2018
Q1 		$342K Sell
6,168
-6,168
-50% -$349K 0.01% 342
2017
Q4 		$693K Buy
12,336
+6,168
+100% +$338K 0.02% 302
2017
Q3 		$324K Sell
6,168
-1,100
-15% -$55K 0.01% 299
2017
Q2 		$380K Buy
7,268
+1,234
+20% +$62.3K 0.02% 227
2017
Q1 		$302K Hold
6,034
– – 0.02% 254
2016
Q4 		$328K Hold
6,034
– – 0.02% 216
2016
Q3 		$229K Buy
+6,034
New +$222K 0.01% 257

Other funds holding WBS

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

Lincoln National Corp's WBS Position: Q3 2018 in Review

Lincoln National Corp sold out of Webster Financial (WBS) in Q3 2018, closing a stake of 6,168 shares — an estimated $393K sold.

Lincoln National Corp first reported a position in WBS in Q3 2016 and held it in 8 quarters. The position peaked at $693K in Q4 2017. 316 funds tracked by Wall St. Rank hold WBS as of Q3 2018.

  • Lincoln National Corp reported no remaining Webster Financial position as of Q3 2018 after selling out during the quarter.
  • Lincoln National Corp sold 6,168 Webster Financial shares in Q3 2018, an estimated $393K.
  • Lincoln National Corp first reported a position in Webster Financial in Q3 2016 and held it in 8 quarters.
  • Lincoln National Corp's Webster Financial position peaked at $693K in Q4 2017.
  • 316 funds tracked by Wall St. Rank held Webster Financial as of Q3 2018.

Based on Lincoln National Corp's 13F filing for Q3 2018, filed 6 Nov 2018.