WAM
WBS

Wealthspire Advisors (Maryland)’s Webster Financial WBS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-211
Closed -$11K – 2024
2019
Q1 		$11K Buy
211
+197
+1,407% +$10.7K ﹤0.01% 1507
2018
Q4 		$1K Buy
14
+3
+27% +$171 ﹤0.01% 2347
2018
Q3 		$1K Hold
11
– – ﹤0.01% 2334
2018
Q2 		$1K Hold
11
– – ﹤0.01% 2374
2018
Q1 		$1K Sell
11
-22
-67% -$1.24K ﹤0.01% 2413
2017
Q4 		$2K Buy
33
+6
+22% +$328 ﹤0.01% 2183
2017
Q3 		$1K Hold
27
– – ﹤0.01% 2158
2017
Q2 		$1K Hold
27
– – ﹤0.01% 2129
2017
Q1 		$1K Sell
27
-339
-93% -$18.1K ﹤0.01% 1849
2016
Q4 		$20K Sell
366
-2,488
-87% -$114K ﹤0.01% 1024
2016
Q3 		$108K Hold
2,854
– – 0.02% 550
2016
Q2 		$97K Buy
2,854
+1,048
+58% +$38.2K 0.02% 539
2016
Q1 		$65K Buy
1,806
+150
+9% +$5.14K 0.01% 634
2015
Q4 		$62K Buy
+1,656
New +$62.7K 0.01% 662

Other funds holding WBS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WBS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Webster Financial (WBS) in Q2 2019, closing a stake of 211 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in WBS in Q4 2015 and held it in 14 quarters. The position peaked at $108K in Q3 2016. 309 funds tracked by Wall St. Rank hold WBS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Webster Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 211 Webster Financial shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Webster Financial in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Webster Financial position peaked at $108K in Q3 2016.
  • 309 funds tracked by Wall St. Rank held Webster Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.