Ameriprise
WSFSL

Ameriprise’s WSFS Financial Corporation 6.25% Senior Notes Due 2019 WSFSL Stock Holding History

Ameriprise’s Portfolio WSFSL Stock Details WSFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,800
Closed -$48K – 5244
2014
Q3 		$48K Hold
1,800
– – ﹤0.01% 4039
2014
Q2 		$48K Buy
+1,800
New +$47.3K ﹤0.01% 3923

Other funds holding WSFSL

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Ameriprise's WSFSL Position: Q4 2014 in Review

Ameriprise sold out of WSFS Financial Corporation 6.25% Senior Notes Due 2019 (WSFSL) in Q4 2014, closing a stake of 1,800 shares — an estimated $48K sold.

Ameriprise first reported a position in WSFSL in Q2 2014 and held it in 2 quarters. The position peaked at $48K in Q3 2014. 1 fund tracked by Wall St. Rank holds WSFSL as of Q4 2014.

  • Ameriprise reported no remaining WSFS Financial Corporation 6.25% Senior Notes Due 2019 position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 1,800 WSFS Financial Corporation 6.25% Senior Notes Due 2019 shares in Q4 2014, an estimated $48K.
  • Ameriprise first reported a position in WSFS Financial Corporation 6.25% Senior Notes Due 2019 in Q2 2014 and held it in 2 quarters.
  • Ameriprise's WSFS Financial Corporation 6.25% Senior Notes Due 2019 position peaked at $48K in Q3 2014.
  • 1 fund tracked by Wall St. Rank held WSFS Financial Corporation 6.25% Senior Notes Due 2019 as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.