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Sunriver Management’s Webster Financial WBS Stock Holding History

Sunriver Management’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
2016
Q3 		– Sell
-428,380
Closed -$14.5M – 24
2016
Q2 		$14.5M Buy
428,380
+143,000
+50% +$5.21M 4.5% 12
2016
Q1 		$10.2M Buy
285,380
+114,210
+67% +$3.91M 3.78% 16
2015
Q4 		$6.37M Buy
+171,170
New +$6.48M 4.27% 13

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Sunriver Management's WBS Position: Q3 2016 in Review

Sunriver Management sold out of Webster Financial (WBS) in Q3 2016, closing a stake of 428,380 shares — an estimated $14.5M sold.

Sunriver Management first reported a position in WBS in Q4 2015 and held it in 3 quarters. The position peaked at $14.5M in Q2 2016. 240 funds tracked by Wall St. Rank hold WBS as of Q3 2016.

  • Sunriver Management reported no remaining Webster Financial position as of Q3 2016 after selling out during the quarter.
  • Sunriver Management sold 428,380 Webster Financial shares in Q3 2016, an estimated $14.5M.
  • Sunriver Management first reported a position in Webster Financial in Q4 2015 and held it in 3 quarters.
  • Sunriver Management's Webster Financial position peaked at $14.5M in Q2 2016.
  • 240 funds tracked by Wall St. Rank held Webster Financial as of Q3 2016.

Based on Sunriver Management's 13F filing for Q3 2016, filed 14 Nov 2016.