BA
WSFS icon

BlackRock Advisors’s WSFS Financial WSFS Stock Holding History

BlackRock Advisors’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
2016
Q4 		$692K Buy
14,935
+254
+2% +$10.2K ﹤0.01% 2036
2016
Q3 		$536K Buy
14,681
+1,134
+8% +$40.9K ﹤0.01% 2143
2016
Q2 		$436K Sell
13,547
-88
-0.6% -$2.99K ﹤0.01% 2192
2016
Q1 		$443K Buy
13,635
+848
+7% +$25.6K ﹤0.01% 2138
2015
Q4 		$414K Sell
12,787
-5,023
-28% -$160K ﹤0.01% 2187
2015
Q3 		$513K Sell
17,810
-247
-1% -$6.95K ﹤0.01% 2179
2015
Q2 		$494K Buy
18,057
+1,278
+8% +$32.5K ﹤0.01% 2192
2015
Q1 		$423K Buy
16,779
+2,541
+18% +$64.8K ﹤0.01% 2203
2014
Q4 		$365K Sell
14,238
-576
-4% -$14.5K ﹤0.01% 2230
2014
Q3 		$354K Sell
14,814
-252
-2% -$6.09K ﹤0.01% 2233
2014
Q2 		$370K Sell
15,066
-1,092
-7% -$25.4K ﹤0.01% 2232
2014
Q1 		$385K Buy
16,158
+828
+5% +$19.9K ﹤0.01% 2235
2013
Q4 		$396K Buy
15,330
+1,098
+8% +$25.6K ﹤0.01% 2208
2013
Q3 		$286K Sell
14,232
-8,370
-37% -$168K ﹤0.01% 2311
2013
Q2 		$395K Buy
+22,602
New +$375K ﹤0.01% 2007

Other funds holding WSFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock Advisors's WSFS Position: Q4 2016 in Review

BlackRock Advisors increased its WSFS Financial (WSFS) stake by 1.7% in Q4 2016, buying an estimated $10.2K and bringing the position to 14,935 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

BlackRock Advisors first reported a position in WSFS in Q2 2013 and has held it in 15 quarters since. 151 funds tracked by Wall St. Rank hold WSFS as of Q4 2016.

  • BlackRock Advisors held 14,935 shares of WSFS Financial worth $692K as of Q4 2016.
  • BlackRock Advisors bought 254 WSFS Financial shares in Q4 2016, an estimated $10.2K.
  • WSFS Financial made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #2036 holding.
  • BlackRock Advisors first reported a position in WSFS Financial in Q2 2013 and has held it in 15 quarters since.
  • 151 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.