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Marino Stram & Associates’s Webster Financial WBS Stock Holding History

Marino Stram & Associates’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
-311
Closed -$16K – 570
2019
Q1 		$16K Hold
311
– – 0.01% 267
2018
Q4 		$15K Hold
311
– – 0.01% 241
2018
Q3 		$18K Hold
311
– – 0.01% 256
2018
Q2 		$20K Hold
311
– – 0.02% 246
2018
Q1 		$17K Hold
311
– – 0.02% 268
2017
Q4 		$17K Buy
+311
New +$17K 0.02% 272

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Capital Research Global Investors
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State Street
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American Century Companies
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return