WIS
WBS

Wright Investors Service’s Webster Financial WBS Stock Holding History

Wright Investors Service’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
2018
Q2 		– Sell
-7,262
Closed -$402K – 186
2018
Q1 		$402K Sell
7,262
-263
-3% -$14.9K 0.14% 144
2017
Q4 		$423K Buy
7,525
+1,920
+34% +$105K 0.14% 153
2017
Q3 		$295K Sell
5,605
-160
-3% -$8K 0.11% 182
2017
Q2 		$301K Sell
5,765
-560
-9% -$28.3K 0.11% 187
2017
Q1 		$317K Sell
6,325
-1,305
-17% -$69.7K 0.13% 191
2016
Q4 		$414K Buy
+7,630
New +$350K 0.18% 164

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Wright Investors Service's WBS Position: Q2 2018 in Review

Wright Investors Service sold out of Webster Financial (WBS) in Q2 2018, closing a stake of 7,262 shares — an estimated $402K sold.

Wright Investors Service first reported a position in WBS in Q4 2016 and held it in 6 quarters. The position peaked at $423K in Q4 2017. 290 funds tracked by Wall St. Rank hold WBS as of Q2 2018.

  • Wright Investors Service reported no remaining Webster Financial position as of Q2 2018 after selling out during the quarter.
  • Wright Investors Service sold 7,262 Webster Financial shares in Q2 2018, an estimated $402K.
  • Wright Investors Service first reported a position in Webster Financial in Q4 2016 and held it in 6 quarters.
  • Wright Investors Service's Webster Financial position peaked at $423K in Q4 2017.
  • 290 funds tracked by Wall St. Rank held Webster Financial as of Q2 2018.

Based on Wright Investors Service's 13F filing for Q2 2018, filed 2 Aug 2018.