MWM
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MinichMacGregor Wealth Management’s Webster Financial WBS Stock Holding History

MinichMacGregor Wealth 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
-9
Closed – – 524
2018
Q3 		$0 Hold
9
– – ﹤0.01% 595
2018
Q2 		$0 Sell
9
-16
-64% -$996 ﹤0.01% 600
2018
Q1 		$1K Sell
25
-3
-11% -$170 ﹤0.01% 491
2017
Q4 		$1K Hold
28
– – ﹤0.01% 474
2017
Q3 		$1K Hold
28
– – ﹤0.01% 457
2017
Q2 		$1K Hold
28
– – ﹤0.01% 453
2017
Q1 		$1K Sell
28
-14
-33% -$748 ﹤0.01% 441
2016
Q4 		$2K Hold
42
– – ﹤0.01% 387
2016
Q3 		$1K Buy
42
+8
+24% +$294 ﹤0.01% 437
2016
Q2 		$1K Buy
+34
New +$1.24K ﹤0.01% 421

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return