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Buckhead Capital Management’s WSFS Financial WSFS Stock Holding History

Buckhead Capital 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
2015
Q3 		– Sell
-47,187
Closed -$1.29M – 200
2015
Q2 		$1.29M Buy
+47,187
New +$1.2M 0.24% 105

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Wellington Management Group
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Northern Trust
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Renaissance Technologies
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Buckhead Capital Management's WSFS Position: Q3 2015 in Review

Buckhead Capital Management sold out of WSFS Financial (WSFS) in Q3 2015, closing a stake of 47,187 shares — an estimated $1.29M sold.

Buckhead Capital Management first reported a position in WSFS in Q2 2015 and held it in 1 quarter. The position peaked at $1.29M in Q2 2015. 111 funds tracked by Wall St. Rank hold WSFS as of Q3 2015.

  • Buckhead Capital Management reported no remaining WSFS Financial position as of Q3 2015 after selling out during the quarter.
  • Buckhead Capital Management sold 47,187 WSFS Financial shares in Q3 2015, an estimated $1.29M.
  • Buckhead Capital Management first reported a position in WSFS Financial in Q2 2015 and held it in 1 quarter.
  • Buckhead Capital Management's WSFS Financial position peaked at $1.29M in Q2 2015.
  • 111 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2015.

Based on Buckhead Capital Management's 13F filing for Q3 2015, filed 3 Nov 2015.