Shine Investment Advisory Services’s Webster Financial WBS Stock Holding History

Shine Investment Advisory Services’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 Q3	–	Sell	-93	Closed	-$3K	–	774
2020 Q2	$3K	Sell	93 -91	-49%	-$2.41K	﹤0.01%	693
2020 Q1	$4K	Hold	184	–	–	﹤0.01%	646
2019 Q4	$10K	Buy	184 +55	+43%	+$2.65K	﹤0.01%	580
2019 Q3	$6K	Hold	129	–	–	﹤0.01%	644
2019 Q2	$6K	Hold	129	–	–	﹤0.01%	611
2019 Q1	$7K	Hold	129	–	–	﹤0.01%	605
2018 Q4	$6K	Sell	129 -35	-21%	-$2K	﹤0.01%	603
2018 Q3	$10K	Hold	164	–	–	0.01%	525
2018 Q2	$10K	Hold	164	–	–	0.01%	530
2018 Q1	$9K	Hold	164	–	–	﹤0.01%	544
2017 Q4	$9K	Hold	164	–	–	﹤0.01%	555
2017 Q3	$9K	Hold	164	–	–	﹤0.01%	547
2017 Q2	$9K	Buy	+164	New	+$8.28K	﹤0.01%	541

Other funds holding WBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Shine Investment Advisory Services's WBS Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of Webster Financial (WBS) in Q3 2020, closing a stake of 93 shares — an estimated $3K sold.

Shine Investment Advisory Services first reported a position in WBS in Q2 2017 and held it in 13 quarters. The position peaked at $10K in Q4 2019. 255 funds tracked by Wall St. Rank hold WBS as of Q3 2020.

Shine Investment Advisory Services reported no remaining Webster Financial position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 93 Webster Financial shares in Q3 2020, an estimated $3K.
Shine Investment Advisory Services first reported a position in Webster Financial in Q2 2017 and held it in 13 quarters.
Shine Investment Advisory Services's Webster Financial position peaked at $10K in Q4 2019.
255 funds tracked by Wall St. Rank held Webster Financial as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.