Webster Bank’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Webster Bank’s Portfolio CWI Stock Details CWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-63	Closed	-$2K	–	533
2017 Q4	$2K	Hold	63	–	–	﹤0.01%	548
2017 Q3	$2K	Hold	63	–	–	﹤0.01%	516
2017 Q2	$1K	Buy	+63	New	+$1.48K	﹤0.01%	542

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Webster Bank's CWI Position: Q1 2018 in Review

Webster Bank sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2018, closing a stake of 63 shares — an estimated $2K sold.

Webster Bank first reported a position in CWI in Q2 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 136 funds tracked by Wall St. Rank hold CWI as of Q1 2018.

Webster Bank reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2018 after selling out during the quarter.
Webster Bank sold 63 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2018, an estimated $2K.
Webster Bank first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2017 and held it in 3 quarters.
Webster Bank's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2K in Q4 2017.
136 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2018.

Based on Webster Bank's 13F filing for Q1 2018, filed 19 Apr 2018.