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BlackRock Investment Management’s WSFS Financial WSFS Stock Holding History

BlackRock Investment Management’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 		$5.46M Sell
117,839
-654
-0.6% -$26.3K 0.01% 1532
2016
Q3 		$4.32M Sell
118,493
-2,527
-2% -$91.1K 0.01% 1583
2016
Q2 		$3.9M Buy
121,020
+1,450
+1% +$49.3K ﹤0.01% 1612
2016
Q1 		$3.89M Buy
119,570
+5,911
+5% +$179K 0.01% 1540
2015
Q4 		$3.68M Buy
113,659
+4,552
+4% +$145K ﹤0.01% 1616
2015
Q3 		$3.14M Sell
109,107
-520
-0.5% -$14.6K ﹤0.01% 1713
2015
Q2 		$3M Buy
109,627
+20,131
+22% +$512K ﹤0.01% 1904
2015
Q1 		$2.26M Buy
89,496
+1,041
+1% +$26.6K ﹤0.01% 1931
2014
Q4 		$2.27M Sell
88,455
-246
-0.3% -$6.21K ﹤0.01% 1936
2014
Q3 		$2.12M Buy
88,701
+2,481
+3% +$60K ﹤0.01% 1961
2014
Q2 		$2.12M Buy
86,220
+5,856
+7% +$136K ﹤0.01% 2040
2014
Q1 		$1.91M Buy
80,364
+1,278
+2% +$30.8K ﹤0.01% 2074
2013
Q4 		$2.04M Sell
79,086
-2,856
-3% -$66.7K ﹤0.01% 2013
2013
Q3 		$1.65M Buy
81,942
+1,317
+2% +$26.4K ﹤0.01% 2096
2013
Q2 		$1.41M Buy
+80,625
New +$1.34M ﹤0.01% 2126

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 Investment Management's WSFS Position: Q4 2016 in Review

BlackRock Investment Management reduced its WSFS Financial (WSFS) stake by 0.55% in Q4 2016, selling an estimated $26.3K and leaving 117,839 shares worth $5.46M. The position accounts for 0.01% of the portfolio, ranked #1532.

BlackRock Investment Management 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 Investment Management held 117,839 shares of WSFS Financial worth $5.46M as of Q4 2016.
  • BlackRock Investment Management sold 654 WSFS Financial shares in Q4 2016, an estimated $26.3K.
  • WSFS Financial made up 0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #1532 holding.
  • BlackRock Investment Management 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 Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.