RC
WBS

RegentAtlantic Capital’s Webster Financial WBS Stock Holding History

RegentAtlantic Capital’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
Q1 		– Sell
-650
Closed -$21.1K – 956
2014
Q4 		$21.1K Buy
+650
New +$20.1K ﹤0.01% 749

Other funds holding WBS

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SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RegentAtlantic Capital's WBS Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Webster Financial (WBS) in Q1 2015, closing a stake of 650 shares — an estimated $21.1K sold.

RegentAtlantic Capital first reported a position in WBS in Q4 2014 and held it in 1 quarter. The position peaked at $21.1K in Q4 2014. 231 funds tracked by Wall St. Rank hold WBS as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Webster Financial position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 650 Webster Financial shares in Q1 2015, an estimated $21.1K.
  • RegentAtlantic Capital first reported a position in Webster Financial in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Webster Financial position peaked at $21.1K in Q4 2014.
  • 231 funds tracked by Wall St. Rank held Webster Financial as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.