Capital Fund Management (CFM)
WSFS icon

Capital Fund Management (CFM)’s WSFS Financial WSFS Stock Holding History

Capital Fund Management (CFM)’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
-11,700
Closed -$552K – 2262
2018
Q3 		$552K Buy
11,700
+7,800
+200% +$401K ﹤0.01% 1561
2018
Q2 		$208K Buy
+3,900
New +$202K ﹤0.01% 1902

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Fidelity Investments
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Renaissance Technologies
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Aberdeen Group
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Manulife (Manufacturers Life Insurance)
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T. Rowe Price Associates
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Fund Management (CFM)'s WSFS Position: Q4 2018 in Review

Capital Fund Management (CFM) sold out of WSFS Financial (WSFS) in Q4 2018, closing a stake of 11,700 shares — an estimated $552K sold.

Capital Fund Management (CFM) first reported a position in WSFS in Q2 2018 and held it in 2 quarters. The position peaked at $552K in Q3 2018. 150 funds tracked by Wall St. Rank hold WSFS as of Q4 2018.

  • Capital Fund Management (CFM) reported no remaining WSFS Financial position as of Q4 2018 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 11,700 WSFS Financial shares in Q4 2018, an estimated $552K.
  • Capital Fund Management (CFM) first reported a position in WSFS Financial in Q2 2018 and held it in 2 quarters.
  • Capital Fund Management (CFM)'s WSFS Financial position peaked at $552K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2018.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2018, filed 13 Feb 2019.