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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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BB&T Securities's WSFS Position: Q3 2019 in Review

BB&T Securities increased its WSFS Financial (WSFS) stake by 4.3% in Q3 2019, buying an estimated $12.6K and bringing the position to 7,207 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

BB&T Securities first reported a position in WSFS in Q4 2016 and has held it in 12 quarters since. The position peaked at $468K in Q2 2018. 165 funds tracked by Wall St. Rank hold WSFS as of Q3 2019.

  • BB&T Securities held 7,207 shares of WSFS Financial worth $318K as of Q3 2019.
  • BB&T Securities bought 300 WSFS Financial shares in Q3 2019, an estimated $12.6K.
  • WSFS Financial made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1303 holding.
  • BB&T Securities first reported a position in WSFS Financial in Q4 2016 and has held it in 12 quarters since.
  • BB&T Securities's WSFS Financial position peaked at $468K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.