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Personal Wealth Partners’s Webster Financial WBS Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-5
Closed – – 616
2019
Q4 		$0 Hold
5
– – ﹤0.01% 692
2019
Q3 		$0 Buy
+5
New +$236 ﹤0.01% 701

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State Street
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AllianceBernstein
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FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WA
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal Wealth Partners's WBS Position: Q1 2020 in Review

Personal Wealth Partners sold out of Webster Financial (WBS) in Q1 2020, closing a stake of 5 shares.

Personal Wealth Partners first reported a position in WBS in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 275 funds tracked by Wall St. Rank hold WBS as of Q1 2020.

  • Personal Wealth Partners reported no remaining Webster Financial position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 5 Webster Financial shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Webster Financial in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Webster Financial position peaked at $0 in Q4 2019.
  • 275 funds tracked by Wall St. Rank held Webster Financial as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.