MWM
WBS

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 – – 523
2018
Q3 		$0 Hold
9
– – ﹤0.01% 593
2018
Q2 		$0 Sell
9
-16
-64% -$996 ﹤0.01% 598
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 $999B AUM 46.22% 1-Year Est. Return
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
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
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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

MinichMacGregor Wealth Management's WBS Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Webster Financial (WBS) in Q4 2018, closing a stake of 9 shares.

MinichMacGregor Wealth Management first reported a position in WBS in Q2 2016 and held it in 10 quarters. The position peaked at $2K in Q4 2016. 316 funds tracked by Wall St. Rank hold WBS as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Webster Financial position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 9 Webster Financial shares in Q4 2018.
  • MinichMacGregor Wealth Management first reported a position in Webster Financial in Q2 2016 and held it in 10 quarters.
  • MinichMacGregor Wealth Management's Webster Financial position peaked at $2K in Q4 2016.
  • 316 funds tracked by Wall St. Rank held Webster Financial as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.