WI
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WBI Investments’s Webster Financial WBS Stock Holding History

WBI Investments’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
2021
Q1 		– Sell
-8,156
Closed -$344K – 238
2020
Q4 		$344K Sell
8,156
-2,932
-26% -$106K 0.05% 133
2020
Q3 		$293K Sell
11,088
-5,491
-33% -$149K 0.05% 102
2020
Q2 		$474K Buy
+16,579
New +$439K 0.08% 82
2018
Q1 		– Sell
-19,643
Closed -$1.1M – 334
2017
Q4 		$1.1M Buy
+19,643
New +$1.08M 0.05% 195
2016
Q4 		– Sell
-293,325
Closed -$11.1M – 408
2016
Q3 		$11.1M Buy
+293,325
New +$10.8M 0.43% 52
2015
Q1 		– Sell
-75,519
Closed -$2.46M – 276
2014
Q4 		$2.46M Buy
75,519
+5,178
+7% +$160K 0.07% 142
2014
Q3 		$2.05M Buy
+70,341
New +$2.09M 0.06% 127

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return