MSA
WBS

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

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

Marino Stram & Associates's WBS Position: Q2 2019 in Review

Marino Stram & Associates sold out of Webster Financial (WBS) in Q2 2019, closing a stake of 311 shares — an estimated $16K sold.

Marino Stram & Associates first reported a position in WBS in Q4 2017 and held it in 6 quarters. The position peaked at $20K in Q2 2018. 309 funds tracked by Wall St. Rank hold WBS as of Q2 2019.

  • Marino Stram & Associates reported no remaining Webster Financial position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 311 Webster Financial shares in Q2 2019, an estimated $16K.
  • Marino Stram & Associates first reported a position in Webster Financial in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's Webster Financial position peaked at $20K in Q2 2018.
  • 309 funds tracked by Wall St. Rank held Webster Financial as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.