BTS
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BB&T Securities’s WSFS Financial WSFS Stock Holding History

BB&T Securities’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 		$318K Buy
7,207
+300
+4% +$12.6K ﹤0.01% 1303
2019
Q2 		$285K Hold
6,907
– – ﹤0.01% 1334
2019
Q1 		$267K Hold
6,907
– – ﹤0.01% 1352
2018
Q4 		$262K Sell
6,907
-1,875
-21% -$78.9K ﹤0.01% 1239
2018
Q3 		$414K Hold
8,782
– – ﹤0.01% 1177
2018
Q2 		$468K Hold
8,782
– – 0.01% 1108
2018
Q1 		$421K Hold
8,782
– – ﹤0.01% 1096
2017
Q4 		$420K Sell
8,782
-300
-3% -$14.8K 0.01% 1059
2017
Q3 		$443K Hold
9,082
– – 0.01% 1012
2017
Q2 		$412K Hold
9,082
– – 0.01% 1036
2017
Q1 		$417K Hold
9,082
– – 0.01% 945
2016
Q4 		$421K Buy
+9,082
New +$365K 0.01% 895

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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return