Wall Street Associates’s Webster Financial WBS Stock Holding History

Wall Street Associates’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 Q1	–	Sell	-36,372	Closed	-$1.35M	–	274
2015 Q4	$1.35M	Buy	36,372 +7,562	+26%	+$286K	0.38%	91
2015 Q3	$1.03M	Sell	28,810 -3,400	-11%	-$127K	0.2%	140
2015 Q2	$1.27M	Sell	32,210 -9,000	-22%	-$339K	0.12%	181
2015 Q1	$1.53M	Buy	+41,210	New	+$1.38M	0.14%	175

Other funds holding WBS

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wall Street Associates's WBS Position: Q1 2016 in Review

Wall Street Associates sold out of Webster Financial (WBS) in Q1 2016, closing a stake of 36,372 shares — an estimated $1.35M sold.

Wall Street Associates first reported a position in WBS in Q1 2015 and held it in 4 quarters. The position peaked at $1.53M in Q1 2015. 228 funds tracked by Wall St. Rank hold WBS as of Q1 2016.

Wall Street Associates reported no remaining Webster Financial position as of Q1 2016 after selling out during the quarter.
Wall Street Associates sold 36,372 Webster Financial shares in Q1 2016, an estimated $1.35M.
Wall Street Associates first reported a position in Webster Financial in Q1 2015 and held it in 4 quarters.
Wall Street Associates's Webster Financial position peaked at $1.53M in Q1 2015.
228 funds tracked by Wall St. Rank held Webster Financial as of Q1 2016.

Based on Wall Street Associates's 13F filing for Q1 2016, filed 13 May 2016.