SFSIG
WBS

San Francisco Sentry Investment Group’s Webster Financial WBS Stock Holding History

San Francisco Sentry Investment Group’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
Q2 		– Sell
-35
Closed -$1K – 879
2020
Q1 		$1K Buy
+35
New +$1.42K ﹤0.01% 834

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

San Francisco Sentry Investment Group's WBS Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of Webster Financial (WBS) in Q2 2020, closing a stake of 35 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in WBS in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 265 funds tracked by Wall St. Rank hold WBS as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining Webster Financial position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 35 Webster Financial shares in Q2 2020, an estimated $1K.
  • San Francisco Sentry Investment Group first reported a position in Webster Financial in Q1 2020 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's Webster Financial position peaked at $1K in Q1 2020.
  • 265 funds tracked by Wall St. Rank held Webster Financial as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.