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Netols Asset Management’s Webster Financial WBS Stock Holding History

Netols Asset Management’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
Q1 		$8.34M Sell
166,649
-14,763
-8% -$788K 1.88% 14
2016
Q4 		$9.85M Sell
181,412
-7,971
-4% -$366K 2.03% 8
2016
Q3 		$7.2M Sell
189,383
-3,924
-2% -$144K 1.59% 23
2016
Q2 		$6.56M Sell
193,307
-7,728
-4% -$282K 1.48% 29
2016
Q1 		$7.22M Sell
201,035
-4,858
-2% -$166K 1.6% 26
2015
Q4 		$7.66M Buy
205,893
+997
+0.5% +$37.8K 1.69% 21
2015
Q3 		$7.3M Sell
204,896
-4,322
-2% -$161K 1.65% 21
2015
Q2 		$8.28M Sell
209,218
-4,414
-2% -$166K 1.63% 22
2015
Q1 		$7.92M Sell
213,632
-6,034
-3% -$203K 1.54% 25
2014
Q4 		$7.15M Sell
219,666
-23,663
-10% -$732K 1.38% 39
2014
Q3 		$7.09M Sell
243,329
-24,827
-9% -$738K 1.35% 42
2014
Q2 		$8.46M Sell
268,156
-10,395
-4% -$317K 1.36% 36
2014
Q1 		$8.65M Sell
278,551
-18,987
-6% -$583K 1.38% 35
2013
Q4 		$9.28M Sell
297,538
-32,384
-10% -$920K 1.41% 31
2013
Q3 		$8.42M Sell
329,922
-23,785
-7% -$633K 1.26% 46
2013
Q2 		$9.08M Buy
+353,707
New +$8.34M 1.42% 31

Other funds holding WBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Netols Asset Management's WBS Position: Q1 2017 in Review

Netols Asset Management reduced its Webster Financial (WBS) stake by 8.1% in Q1 2017, selling an estimated $788K and leaving 166,649 shares worth $8.34M. The position accounts for 1.88% of the portfolio, ranked #14.

Netols Asset Management first reported a position in WBS in Q2 2013 and has held it in 16 quarters since. The position peaked at $9.85M in Q4 2016. 272 funds tracked by Wall St. Rank hold WBS as of Q1 2017.

  • Netols Asset Management held 166,649 shares of Webster Financial worth $8.34M as of Q1 2017.
  • Netols Asset Management sold 14,763 Webster Financial shares in Q1 2017, an estimated $788K.
  • Webster Financial made up 1.88% of Netols Asset Management's portfolio in Q1 2017, its #14 holding.
  • Netols Asset Management first reported a position in Webster Financial in Q2 2013 and has held it in 16 quarters since.
  • Netols Asset Management's Webster Financial position peaked at $9.85M in Q4 2016.
  • 272 funds tracked by Wall St. Rank held Webster Financial as of Q1 2017.

Based on Netols Asset Management's 13F filing for Q1 2017, filed 10 May 2017.