Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s WSFS Financial WSFS Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
Q3 		– Sell
-80,079
Closed -$3.31M – 354
2019
Q2 		$3.31M Buy
+80,079
New +$3.32M 0.01% 191

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's WSFS Position: Q3 2019 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of WSFS Financial (WSFS) in Q3 2019, closing a stake of 80,079 shares — an estimated $3.31M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in WSFS in Q2 2019 and held it in 1 quarter. The position peaked at $3.31M in Q2 2019. 165 funds tracked by Wall St. Rank hold WSFS as of Q3 2019.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining WSFS Financial position as of Q3 2019 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 80,079 WSFS Financial shares in Q3 2019, an estimated $3.31M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in WSFS Financial in Q2 2019 and held it in 1 quarter.
  • Barrow, Hanley, Mewhinney & Strauss's WSFS Financial position peaked at $3.31M in Q2 2019.
  • 165 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2019.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2019, filed 14 Nov 2019.