National Penn Investors Trust’s Webster Financial WBS Stock Holding History

National Penn Investors Trust’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 Q1	$3.3M	Buy	91,840 +1,925	+2%	+$65.9K	0.38%	64
2015 Q4	$3.34M	Buy	89,915 +25	+0%	+$947	0.38%	60
2015 Q3	$3.2M	Buy	89,890 +215	+0.2%	+$8.01K	0.37%	64
2015 Q2	$3.55M	Buy	89,675 +16,585	+23%	+$626K	0.38%	60
2015 Q1	$2.71M	Buy	+73,090	New	+$2.45M	0.29%	82

Other funds holding WBS

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

National Penn Investors Trust's WBS Position: Q1 2016 in Review

National Penn Investors Trust increased its Webster Financial (WBS) stake by 2.1% in Q1 2016, buying an estimated $65.9K and bringing the position to 91,840 shares worth $3.3M. The position accounts for 0.38% of the portfolio, ranked #64.

National Penn Investors Trust first reported a position in WBS in Q1 2015 and has held it in 5 quarters since. The position peaked at $3.55M in Q2 2015. 228 funds tracked by Wall St. Rank hold WBS as of Q1 2016.

National Penn Investors Trust held 91,840 shares of Webster Financial worth $3.3M as of Q1 2016.
National Penn Investors Trust bought 1,925 Webster Financial shares in Q1 2016, an estimated $65.9K.
Webster Financial made up 0.38% of National Penn Investors Trust's portfolio in Q1 2016, its #64 holding.
National Penn Investors Trust first reported a position in Webster Financial in Q1 2015 and has held it in 5 quarters since.
National Penn Investors Trust's Webster Financial position peaked at $3.55M in Q2 2015.
228 funds tracked by Wall St. Rank held Webster Financial as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.