BIT
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BlackRock Institutional Trust’s WSFS Financial WSFS Stock Holding History

BlackRock Institutional Trust’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 		$35.3M Buy
761,258
+1,722
+0.2% +$69.2K 0.01% 1561
2016
Q3 		$27.7M Buy
759,536
+4,003
+0.5% +$144K ﹤0.01% 1656
2016
Q2 		$24.3M Sell
755,533
-72,001
-9% -$2.45M ﹤0.01% 1720
2016
Q1 		$26.9M Buy
827,534
+1,854
+0.2% +$56K ﹤0.01% 1605
2015
Q4 		$26.7M Buy
825,680
+41,336
+5% +$1.32M ﹤0.01% 1655
2015
Q3 		$22.6M Sell
784,344
-43,188
-5% -$1.21M ﹤0.01% 1754
2015
Q2 		$22.6M Sell
827,532
-38,331
-4% -$974K ﹤0.01% 1838
2015
Q1 		$21.8M Buy
865,863
+48,069
+6% +$1.23M ﹤0.01% 1873
2014
Q4 		$21M Sell
817,794
-8,049
-1% -$203K ﹤0.01% 1867
2014
Q3 		$19.7M Sell
825,843
-25,530
-3% -$617K ﹤0.01% 1877
2014
Q2 		$20.9M Buy
851,373
+12,558
+1% +$292K ﹤0.01% 1930
2014
Q1 		$20M Buy
838,815
+30,774
+4% +$741K ﹤0.01% 1962
2013
Q4 		$20.9M Sell
808,041
-15,882
-2% -$371K ﹤0.01% 1910
2013
Q3 		$16.5M Sell
823,923
-1,344
-0.2% -$26.9K ﹤0.01% 2000
2013
Q2 		$14.4M Buy
+825,267
New +$13.7M ﹤0.01% 2051

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 Institutional Trust's WSFS Position: Q4 2016 in Review

BlackRock Institutional Trust increased its WSFS Financial (WSFS) stake by 0.23% in Q4 2016, buying an estimated $69.2K and bringing the position to 761,258 shares worth $35.3M. The position accounts for 0.01% of the portfolio, ranked #1561.

BlackRock Institutional Trust 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 Institutional Trust held 761,258 shares of WSFS Financial worth $35.3M as of Q4 2016.
  • BlackRock Institutional Trust bought 1,722 WSFS Financial shares in Q4 2016, an estimated $69.2K.
  • WSFS Financial made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1561 holding.
  • BlackRock Institutional Trust 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 Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.