SWP
WBS

Stratos Wealth Partners’s Webster Financial WBS Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,000
Closed -$59K – 2491
2018
Q3 		$59K Buy
+1,000
New +$65K ﹤0.01% 1383
2018
Q2 		– Sell
-1,000
Closed -$55K – 2577
2018
Q1 		$55K Sell
1,000
-20
-2% -$1.13K ﹤0.01% 1531
2017
Q4 		$57K Buy
+1,020
New +$55.8K ﹤0.01% 1453

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Stratos Wealth Partners's WBS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Webster Financial (WBS) in Q4 2018, closing a stake of 1,000 shares — an estimated $59K sold.

Stratos Wealth Partners first reported a position in WBS in Q4 2017 and held it in 3 quarters. The position peaked at $59K in Q3 2018. 316 funds tracked by Wall St. Rank hold WBS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Webster Financial position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,000 Webster Financial shares in Q4 2018, an estimated $59K.
  • Stratos Wealth Partners first reported a position in Webster Financial in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Webster Financial position peaked at $59K in Q3 2018.
  • 316 funds tracked by Wall St. Rank held Webster Financial as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.