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Piedmont Investment Advisors’s Webster Financial WBS Stock Holding History

Piedmont Investment 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
2020
Q1 		– Sell
-6,952
Closed -$371K – 898
2019
Q4 		$371K Sell
6,952
-1,263
-15% -$60.8K 0.01% 657
2019
Q3 		$385K Sell
8,215
-658
-7% -$31.1K 0.01% 637
2019
Q2 		$424K Buy
+8,873
New +$442K 0.02% 608
2018
Q3 		– Sell
-36
Closed -$2K – 2269
2018
Q2 		$2K Buy
+36
New +$2.24K ﹤0.01% 2645

Other funds holding WBS

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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

Piedmont Investment Advisors's WBS Position: Q1 2020 in Review

Piedmont Investment Advisors sold out of Webster Financial (WBS) in Q1 2020, closing a stake of 6,952 shares — an estimated $371K sold.

Piedmont Investment Advisors first reported a position in WBS in Q2 2018 and held it in 4 quarters. The position peaked at $424K in Q2 2019. 275 funds tracked by Wall St. Rank hold WBS as of Q1 2020.

  • Piedmont Investment Advisors reported no remaining Webster Financial position as of Q1 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 6,952 Webster Financial shares in Q1 2020, an estimated $371K.
  • Piedmont Investment Advisors first reported a position in Webster Financial in Q2 2018 and held it in 4 quarters.
  • Piedmont Investment Advisors's Webster Financial position peaked at $424K in Q2 2019.
  • 275 funds tracked by Wall St. Rank held Webster Financial as of Q1 2020.

Based on Piedmont Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.