WCM
WBS

Wedge Capital Management’s Webster Financial WBS Stock Holding History

Wedge Capital Management’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
2015
Q4 		– Sell
-20,000
Closed -$713K – 615
2015
Q3 		$713K Buy
20,000
+2,125
+12% +$79.1K 0.01% 375
2015
Q2 		$707K Buy
17,875
+2,825
+19% +$107K 0.01% 374
2015
Q1 		$558K Buy
15,050
+25
+0.2% +$840 0.01% 432
2014
Q4 		$489K Buy
+15,025
New +$465K ﹤0.01% 449

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wedge Capital Management's WBS Position: Q4 2015 in Review

Wedge Capital Management sold out of Webster Financial (WBS) in Q4 2015, closing a stake of 20,000 shares — an estimated $713K sold.

Wedge Capital Management first reported a position in WBS in Q4 2014 and held it in 4 quarters. The position peaked at $713K in Q3 2015. 251 funds tracked by Wall St. Rank hold WBS as of Q4 2015.

  • Wedge Capital Management reported no remaining Webster Financial position as of Q4 2015 after selling out during the quarter.
  • Wedge Capital Management sold 20,000 Webster Financial shares in Q4 2015, an estimated $713K.
  • Wedge Capital Management first reported a position in Webster Financial in Q4 2014 and held it in 4 quarters.
  • Wedge Capital Management's Webster Financial position peaked at $713K in Q3 2015.
  • 251 funds tracked by Wall St. Rank held Webster Financial as of Q4 2015.

Based on Wedge Capital Management's 13F filing for Q4 2015, filed 3 Feb 2016.