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UBS’s Webster Financial WBS Stock Holding History

UBS’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
2014
Q3 		$616K Sell
21,137
-1,061
-5% -$31.5K ﹤0.01% 4057
2014
Q2 		$700K Buy
22,198
+1,230
+6% +$37.5K ﹤0.01% 3893
2014
Q1 		$651K Sell
20,968
-2,234
-10% -$68.6K ﹤0.01% 3955
2013
Q4 		$723K Buy
23,202
+3,984
+21% +$113K ﹤0.01% 3909
2013
Q3 		$491K Buy
19,218
+2,502
+15% +$66.6K ﹤0.01% 4158
2013
Q2 		$429K Buy
+16,716
New +$394K ﹤0.01% 4250

Other funds holding WBS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's WBS Position: Q3 2014 in Review

UBS reduced its Webster Financial (WBS) stake by 4.8% in Q3 2014, selling an estimated $31.5K and leaving 21,137 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #4057.

UBS first reported a position in WBS in Q2 2013 and has held it in 6 quarters since. The position peaked at $723K in Q4 2013. 195 funds tracked by Wall St. Rank hold WBS as of Q3 2014.

  • UBS held 21,137 shares of Webster Financial worth $616K as of Q3 2014.
  • UBS sold 1,061 Webster Financial shares in Q3 2014, an estimated $31.5K.
  • Webster Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4057 holding.
  • UBS first reported a position in Webster Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's Webster Financial position peaked at $723K in Q4 2013.
  • 195 funds tracked by Wall St. Rank held Webster Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.