MSI Financial Services’s Webster Financial WBS Stock Holding History

MSI 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
2016 Q4	$28K	Hold	513	–	–	﹤0.01%	2203
2016 Q3	$20K	Hold	513	–	–	﹤0.01%	2381
2016 Q2	$17K	Buy	513 +21	+4%	+$765	﹤0.01%	2445
2016 Q1	$18K	Sell	492 -1,527	-76%	-$52.3K	﹤0.01%	2383
2015 Q4	$75K	Buy	2,019 +514	+34%	+$19.5K	﹤0.01%	1465
2015 Q3	$54K	Hold	1,505	–	–	﹤0.01%	1185
2015 Q2	$60K	Sell	1,505 -56	-4%	-$2.11K	﹤0.01%	1212
2015 Q1	$58K	Buy	1,561 +56	+4%	+$1.88K	﹤0.01%	1257
2014 Q4	$49K	Hold	1,505	–	–	0.01%	1087
2014 Q3	$44K	Hold	1,505	–	–	0.01%	1138
2014 Q2	$47K	Hold	1,505	–	–	0.01%	1103
2014 Q1	$47K	Hold	1,505	–	–	0.01%	1060
2013 Q4	$47K	Hold	1,505	–	–	0.01%	1024
2013 Q3	$38K	Hold	1,505	–	–	0.01%	967
2013 Q2	$39K	Buy	+1,505	New	+$35.5K	0.01%	990

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MSI Financial Services's WBS Position: Q4 2016 in Review

MSI Financial Services held its Webster Financial (WBS) position steady in Q4 2016 at 513 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

MSI Financial Services first reported a position in WBS in Q2 2013 and has held it in 15 quarters since. The position peaked at $75K in Q4 2015. 268 funds tracked by Wall St. Rank hold WBS as of Q4 2016.

MSI Financial Services held 513 shares of Webster Financial worth $28K as of Q4 2016.
MSI Financial Services left its Webster Financial share count unchanged in Q4 2016.
Webster Financial made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2203 holding.
MSI Financial Services first reported a position in Webster Financial in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Webster Financial position peaked at $75K in Q4 2015.
268 funds tracked by Wall St. Rank held Webster Financial as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.