Massachusetts Financial Services
WBS

Massachusetts Financial Services’s Webster Financial WBS Stock Holding History

Massachusetts Financial Services’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
2017
Q2 		– Sell
-253,855
Closed -$12.7M – 890
2017
Q1 		$12.7M Sell
253,855
-53,259
-17% -$2.84M 0.01% 555
2016
Q4 		$16.7M Sell
307,114
-69,890
-19% -$3.21M 0.01% 525
2016
Q3 		$14.3M Buy
377,004
+82,046
+28% +$3.02M 0.01% 536
2016
Q2 		$10M Buy
294,958
+86,779
+42% +$3.16M 0.01% 572
2016
Q1 		$7.47M Buy
+208,179
New +$7.13M ﹤0.01% 600

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services's WBS Position: Q2 2017 in Review

Massachusetts Financial Services sold out of Webster Financial (WBS) in Q2 2017, closing a stake of 253,855 shares — an estimated $12.7M sold.

Massachusetts Financial Services first reported a position in WBS in Q1 2016 and held it in 5 quarters. The position peaked at $16.7M in Q4 2016. 281 funds tracked by Wall St. Rank hold WBS as of Q2 2017.

  • Massachusetts Financial Services reported no remaining Webster Financial position as of Q2 2017 after selling out during the quarter.
  • Massachusetts Financial Services sold 253,855 Webster Financial shares in Q2 2017, an estimated $12.7M.
  • Massachusetts Financial Services first reported a position in Webster Financial in Q1 2016 and held it in 5 quarters.
  • Massachusetts Financial Services's Webster Financial position peaked at $16.7M in Q4 2016.
  • 281 funds tracked by Wall St. Rank held Webster Financial as of Q2 2017.

Based on Massachusetts Financial Services's 13F filing for Q2 2017, filed 14 Aug 2017.