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Alberta Investment Management Corp (AIMCo)’s WSFS Financial WSFS Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2019
Q2 		– Sell
-7,600
Closed -$293K – 1017
2019
Q1 		$293K Sell
7,600
-6,100
-45% -$254K ﹤0.01% 818
2018
Q4 		$519K Sell
13,700
-4,600
-25% -$194K 0.01% 676
2018
Q3 		$863K Buy
+18,300
New +$942K 0.01% 646

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Dimensional Fund Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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Alberta Investment Management Corp (AIMCo)'s WSFS Position: Q2 2019 in Review

Alberta Investment Management Corp (AIMCo) sold out of WSFS Financial (WSFS) in Q2 2019, closing a stake of 7,600 shares — an estimated $293K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in WSFS in Q3 2018 and held it in 3 quarters. The position peaked at $863K in Q3 2018. 175 funds tracked by Wall St. Rank hold WSFS as of Q2 2019.

  • Alberta Investment Management Corp (AIMCo) reported no remaining WSFS Financial position as of Q2 2019 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 7,600 WSFS Financial shares in Q2 2019, an estimated $293K.
  • Alberta Investment Management Corp (AIMCo) first reported a position in WSFS Financial in Q3 2018 and held it in 3 quarters.
  • Alberta Investment Management Corp (AIMCo)'s WSFS Financial position peaked at $863K in Q3 2018.
  • 175 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2019.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2019, filed 14 Aug 2019.