Brown Advisory Securities’s WSFS Financial WSFS Stock Holding History

Brown Advisory 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
2018 Q4	–	Sell	-4,800	Closed	-$226K	–	430
2018 Q3	$226K	Hold	4,800	–	–	0.04%	341
2018 Q2	$256K	Hold	4,800	–	–	0.04%	316
2018 Q1	$230K	Hold	4,800	–	–	0.04%	318
2017 Q4	$230K	Hold	4,800	–	–	0.04%	326
2017 Q3	$234K	Buy	+4,800	New	+$217K	0.05%	313

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brown Advisory Securities's WSFS Position: Q4 2018 in Review

Brown Advisory Securities sold out of WSFS Financial (WSFS) in Q4 2018, closing a stake of 4,800 shares — an estimated $226K sold.

Brown Advisory Securities first reported a position in WSFS in Q3 2017 and held it in 5 quarters. The position peaked at $256K in Q2 2018. 150 funds tracked by Wall St. Rank hold WSFS as of Q4 2018.

Brown Advisory Securities reported no remaining WSFS Financial position as of Q4 2018 after selling out during the quarter.
Brown Advisory Securities sold 4,800 WSFS Financial shares in Q4 2018, an estimated $226K.
Brown Advisory Securities first reported a position in WSFS Financial in Q3 2017 and held it in 5 quarters.
Brown Advisory Securities's WSFS Financial position peaked at $256K in Q2 2018.
150 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2018.

Based on Brown Advisory Securities's 13F filing for Q4 2018, filed 13 Feb 2019.