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BB&T Investment Services’s WSFS Financial WSFS Stock Holding History

BB&T Investment Services’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
Q4 		$3K Hold
66
– – ﹤0.01% 1206
2017
Q3 		$3K Buy
66
+25
+61% +$1.13K ﹤0.01% 1034
2017
Q2 		$2K Buy
+41
New +$1.87K ﹤0.01% 992

Other funds holding WSFS

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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BB&T Investment Services's WSFS Position: Q4 2017 in Review

BB&T Investment Services held its WSFS Financial (WSFS) position steady in Q4 2017 at 66 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

BB&T Investment Services first reported a position in WSFS in Q2 2017 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold WSFS as of Q4 2017.

  • BB&T Investment Services held 66 shares of WSFS Financial worth $3K as of Q4 2017.
  • BB&T Investment Services left its WSFS Financial share count unchanged in Q4 2017.
  • WSFS Financial made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1206 holding.
  • BB&T Investment Services first reported a position in WSFS Financial in Q2 2017 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.