BlackRock Group’s WSFS Financial WSFS Stock Holding History

BlackRock Group’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	$605K	Buy	13,069 +1,176	+10%	+$47.3K	﹤0.01%	2299
2016 Q3	$434K	Buy	11,893 +504	+4%	+$18.2K	﹤0.01%	2356
2016 Q2	$367K	Sell	11,389 -168	-1%	-$5.71K	﹤0.01%	2367
2016 Q1	$375K	Buy	11,557 +3,541	+44%	+$107K	﹤0.01%	2352
2015 Q4	$259K	Buy	8,016 +3,438	+75%	+$110K	﹤0.01%	2442
2015 Q3	$132K	Buy	4,578 +3,654	+395%	+$103K	﹤0.01%	2633
2015 Q2	$25K	Hold	924	–	–	﹤0.01%	2901
2015 Q1	$23K	Sell	924 -2,706	-75%	-$69K	﹤0.01%	2816
2014 Q4	$93K	Hold	3,630	–	–	﹤0.01%	2675
2014 Q3	$87K	Hold	3,630	–	–	﹤0.01%	2607
2014 Q2	$89K	Hold	3,630	–	–	﹤0.01%	2617
2014 Q1	$86K	Hold	3,630	–	–	﹤0.01%	2586
2013 Q4	$94K	Sell	3,630 -2,955	-45%	-$69K	﹤0.01%	2494
2013 Q3	$132K	Buy	6,585 +4,674	+245%	+$93.6K	﹤0.01%	2569
2013 Q2	$33K	Buy	+1,911	New	+$31.7K	﹤0.01%	2499

Other funds holding WSFS

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 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 New York $871B AUM 31.28% 1-Year Est. Return

BlackRock Group's WSFS Position: Q4 2016 in Review

BlackRock Group increased its WSFS Financial (WSFS) stake by 9.9% in Q4 2016, buying an estimated $47.3K and bringing the position to 13,069 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

BlackRock Group 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 Group held 13,069 shares of WSFS Financial worth $605K as of Q4 2016.
BlackRock Group bought 1,176 WSFS Financial shares in Q4 2016, an estimated $47.3K.
WSFS Financial made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #2299 holding.
BlackRock Group 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 Group's 13F filing for Q4 2016, filed 10 Feb 2017.