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OFI Advisors’s Webster Financial WBS Stock Holding History

OFI Advisors’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
2015
Q3 		$142K Buy
3,989
+243
+6% +$9.05K 0.01% 1349
2015
Q2 		$148K Sell
3,746
-183
-5% -$6.9K 0.01% 1370
2015
Q1 		$146K Sell
3,929
-533
-12% -$17.9K 0.01% 1373
2014
Q4 		$145K Sell
4,462
-597
-12% -$18.5K 0.01% 1360
2014
Q3 		$147K Buy
5,059
+304
+6% +$9.04K 0.01% 1310
2014
Q2 		$150K Buy
4,755
+551
+13% +$16.8K 0.01% 1303
2014
Q1 		$131K Buy
4,204
+239
+6% +$7.34K 0.01% 1318
2013
Q4 		$124K Buy
3,965
+38
+1% +$1.08K 0.01% 1333
2013
Q3 		$100K Sell
3,927
-15
-0.4% -$399 0.01% 1338
2013
Q2 		$101K Buy
+3,942
New +$92.9K 0.01% 1260

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return