NCCM
WBS

Nine Chapters Capital Management’s Webster Financial WBS Stock Holding History

Nine Chapters Capital 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
2014
Q4 		– Sell
-16,200
Closed -$472K – 1209
2014
Q3 		$472K Buy
+16,200
New +$482K 0.04% 535
2014
Q2 		– Sell
-10,300
Closed -$320K – 1138
2014
Q1 		$320K Buy
+10,300
New +$316K 0.04% 600
2013
Q4 		– Sell
-30,500
Closed -$779K – 955
2013
Q3 		$779K Buy
+30,500
New +$812K 0.09% 306

Other funds holding WBS

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 18.14% 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 $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nine Chapters Capital Management's WBS Position: Q4 2014 in Review

Nine Chapters Capital Management sold out of Webster Financial (WBS) in Q4 2014, closing a stake of 16,200 shares — an estimated $472K sold.

Nine Chapters Capital Management first reported a position in WBS in Q3 2013 and held it in 3 quarters. The position peaked at $779K in Q3 2013. 201 funds tracked by Wall St. Rank hold WBS as of Q4 2014.

  • Nine Chapters Capital Management reported no remaining Webster Financial position as of Q4 2014 after selling out during the quarter.
  • Nine Chapters Capital Management sold 16,200 Webster Financial shares in Q4 2014, an estimated $472K.
  • Nine Chapters Capital Management first reported a position in Webster Financial in Q3 2013 and held it in 3 quarters.
  • Nine Chapters Capital Management's Webster Financial position peaked at $779K in Q3 2013.
  • 201 funds tracked by Wall St. Rank held Webster Financial as of Q4 2014.

Based on Nine Chapters Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.