MWP
WBS

MYCIO Wealth Partners’s Webster Financial WBS Stock Holding History

MYCIO Wealth Partners’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 		– Sell
-175
Closed -$7K – 660
2016
Q3 		$7K Sell
175
-31
-15% -$1.14K ﹤0.01% 617
2016
Q2 		$7K Buy
206
+31
+18% +$1.13K ﹤0.01% 611
2016
Q1 		$6K Hold
175
– – ﹤0.01% 589
2015
Q4 		$7K Hold
175
– – ﹤0.01% 575
2015
Q3 		$6K Buy
+175
New +$6.52K ﹤0.01% 644

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MYCIO Wealth Partners's WBS Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Webster Financial (WBS) in Q4 2016, closing a stake of 175 shares — an estimated $7K sold.

MYCIO Wealth Partners first reported a position in WBS in Q3 2015 and held it in 5 quarters. The position peaked at $7K in Q3 2016. 268 funds tracked by Wall St. Rank hold WBS as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Webster Financial position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 175 Webster Financial shares in Q4 2016, an estimated $7K.
  • MYCIO Wealth Partners first reported a position in Webster Financial in Q3 2015 and held it in 5 quarters.
  • MYCIO Wealth Partners's Webster Financial position peaked at $7K in Q3 2016.
  • 268 funds tracked by Wall St. Rank held Webster Financial as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.