WCM
WBS

Winton Capital Management’s Webster Financial WBS Stock Holding History

Winton 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
2014
Q1 		$605K Buy
19,492
+3,961
+26% +$122K ﹤0.01% 576
2013
Q4 		$484K Buy
+15,531
New +$441K ﹤0.01% 612
2013
Q3 		– Sell
-7,958
Closed -$204K – 703
2013
Q2 		$204K Buy
+7,958
New +$188K ﹤0.01% 686

Other funds holding WBS

SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winton Capital Management's WBS Position: Q1 2014 in Review

Winton Capital Management increased its Webster Financial (WBS) stake by 26% in Q1 2014, buying an estimated $122K and bringing the position to 19,492 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Winton Capital Management first reported a position in WBS in Q2 2013 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold WBS as of Q1 2014.

  • Winton Capital Management held 19,492 shares of Webster Financial worth $605K as of Q1 2014.
  • Winton Capital Management bought 3,961 Webster Financial shares in Q1 2014, an estimated $122K.
  • Webster Financial made up ﹤0.01% of Winton Capital Management's portfolio in Q1 2014, its #576 holding.
  • Winton Capital Management first reported a position in Webster Financial in Q2 2013 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held Webster Financial as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.