Capstone Investment Advisors
WSFS icon

Capstone Investment Advisors’s WSFS Financial WSFS Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-9,002
Closed -$430K – 554
2017
Q4 		$430K Buy
+9,002
New +$444K 0.01% 296

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Capstone Investment Advisors's WSFS Position: Q1 2018 in Review

Capstone Investment Advisors sold out of WSFS Financial (WSFS) in Q1 2018, closing a stake of 9,002 shares — an estimated $430K sold.

Capstone Investment Advisors first reported a position in WSFS in Q4 2017 and held it in 1 quarter. The position peaked at $430K in Q4 2017. 142 funds tracked by Wall St. Rank hold WSFS as of Q1 2018.

  • Capstone Investment Advisors reported no remaining WSFS Financial position as of Q1 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,002 WSFS Financial shares in Q1 2018, an estimated $430K.
  • Capstone Investment Advisors first reported a position in WSFS Financial in Q4 2017 and held it in 1 quarter.
  • Capstone Investment Advisors's WSFS Financial position peaked at $430K in Q4 2017.
  • 142 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2018.

Based on Capstone Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.