MFW
WBS

Mosaic Family Wealth’s Webster Financial WBS Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-115
Closed -$6K – 929
2017
Q3 		$6K Buy
+115
New +$5.75K ﹤0.01% 676

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Mosaic Family Wealth's WBS Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Webster Financial (WBS) in Q4 2017, closing a stake of 115 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in WBS in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 267 funds tracked by Wall St. Rank hold WBS as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Webster Financial position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 115 Webster Financial shares in Q4 2017, an estimated $6K.
  • Mosaic Family Wealth first reported a position in Webster Financial in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Webster Financial position peaked at $6K in Q3 2017.
  • 267 funds tracked by Wall St. Rank held Webster Financial as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.