AIM
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Acrospire Investment Management’s WSFS Financial WSFS Stock Holding History

Acrospire Investment Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-121
Closed -$5K – 1444
2017
Q2 		$5K Sell
121
-2,300
-95% -$105K ﹤0.01% 1966
2017
Q1 		$111K Buy
+2,421
New +$110K 0.09% 264
2016
Q3 		– Sell
-665
Closed -$21K – 2181
2016
Q2 		$21K Buy
+665
New +$22.6K 0.02% 1513

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Acrospire Investment Management's WSFS Position: Q3 2017 in Review

Acrospire Investment Management sold out of WSFS Financial (WSFS) in Q3 2017, closing a stake of 121 shares — an estimated $5K sold.

Acrospire Investment Management first reported a position in WSFS in Q2 2016 and held it in 3 quarters. The position peaked at $111K in Q1 2017. 142 funds tracked by Wall St. Rank hold WSFS as of Q3 2017.

  • Acrospire Investment Management reported no remaining WSFS Financial position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 121 WSFS Financial shares in Q3 2017, an estimated $5K.
  • Acrospire Investment Management first reported a position in WSFS Financial in Q2 2016 and held it in 3 quarters.
  • Acrospire Investment Management's WSFS Financial position peaked at $111K in Q1 2017.
  • 142 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.