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National Investment Services of America’s Webster Financial WBS Stock Holding History

National Investment Services of America’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
2021
Q1 		– Sell
-10,695
Closed -$451K – 64
2020
Q4 		$451K Sell
10,695
-6,513
-38% -$235K 0.8% 46
2020
Q3 		$454K Hold
17,208
– – 0.64% 54
2020
Q2 		$492K Sell
17,208
-1,590
-8% -$42.1K 0.7% 51
2020
Q1 		$430K Buy
+18,798
New +$765K 0.68% 54

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

National Investment Services of America's WBS Position: Q1 2021 in Review

National Investment Services of America sold out of Webster Financial (WBS) in Q1 2021, closing a stake of 10,695 shares — an estimated $451K sold.

National Investment Services of America first reported a position in WBS in Q1 2020 and held it in 4 quarters. The position peaked at $492K in Q2 2020. 299 funds tracked by Wall St. Rank hold WBS as of Q1 2021.

  • National Investment Services of America reported no remaining Webster Financial position as of Q1 2021 after selling out during the quarter.
  • National Investment Services of America sold 10,695 Webster Financial shares in Q1 2021, an estimated $451K.
  • National Investment Services of America first reported a position in Webster Financial in Q1 2020 and held it in 4 quarters.
  • National Investment Services of America's Webster Financial position peaked at $492K in Q2 2020.
  • 299 funds tracked by Wall St. Rank held Webster Financial as of Q1 2021.

Based on National Investment Services of America's 13F filing for Q1 2021.