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New England Securities’s Webster Financial WBS Stock Holding History

New England Securities’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
2014
Q4 		$2K Hold
56
– – ﹤0.01% 1505
2014
Q3 		$2K Hold
56
– – ﹤0.01% 1520
2014
Q2 		$2K Hold
56
– – ﹤0.01% 1575
2014
Q1 		$2K Hold
56
– – ﹤0.01% 1547
2013
Q4 		$2K Hold
56
– – ﹤0.01% 1478
2013
Q3 		$1K Buy
+56
New +$1.49K ﹤0.01% 1570

Other funds holding WBS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New England Securities's WBS Position: Q4 2014 in Review

New England Securities held its Webster Financial (WBS) position steady in Q4 2014 at 56 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

New England Securities first reported a position in WBS in Q3 2013 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold WBS as of Q4 2014.

  • New England Securities held 56 shares of Webster Financial worth $2K as of Q4 2014.
  • New England Securities left its Webster Financial share count unchanged in Q4 2014.
  • Webster Financial made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1505 holding.
  • New England Securities first reported a position in Webster Financial in Q3 2013 and has held it in 6 quarters since.
  • 201 funds tracked by Wall St. Rank held Webster Financial as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.