Pinnacle Summer Investments’s Webster Financial WBS Stock Holding History

Pinnacle Summer Investments’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 Q4	$18K	Buy	493 +3	+0.6%	+$114	﹤0.01%	481
2015 Q3	$17K	Buy	490 +3	+0.6%	+$112	﹤0.01%	651
2015 Q2	$19K	Buy	487 +3	+0.6%	+$113	﹤0.01%	442
2015 Q1	$18K	Buy	484 +3	+0.6%	+$101	﹤0.01%	676
2014 Q4	$15K	Hold	481	–	–	﹤0.01%	735
2014 Q3	$14K	Hold	481	–	–	﹤0.01%	769
2014 Q2	$14K	Hold	481	–	–	﹤0.01%	719
2014 Q1	$14K	Hold	481	–	–	﹤0.01%	662
2013 Q4	$15K	Hold	481	–	–	﹤0.01%	664
2013 Q3	$12K	Hold	481	–	–	﹤0.01%	650
2013 Q2	$12K	Buy	+481	New	+$11.3K	﹤0.01%	587

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pinnacle Summer Investments's WBS Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Webster Financial (WBS) stake by 0.61% in Q4 2015, buying an estimated $114 and bringing the position to 493 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Pinnacle Summer Investments first reported a position in WBS in Q2 2013 and has held it in 11 quarters since. The position peaked at $19K in Q2 2015. 251 funds tracked by Wall St. Rank hold WBS as of Q4 2015.

Pinnacle Summer Investments held 493 shares of Webster Financial worth $18K as of Q4 2015.
Pinnacle Summer Investments bought 3 Webster Financial shares in Q4 2015, an estimated $114.
Webster Financial made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #481 holding.
Pinnacle Summer Investments first reported a position in Webster Financial in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's Webster Financial position peaked at $19K in Q2 2015.
251 funds tracked by Wall St. Rank held Webster Financial as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.