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CNA Financial’s WSFS Financial WSFS Stock Holding History

CNA Financial’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
2020
Q1 		– Sell
-12,094
Closed -$532K – 172
2019
Q4 		$532K Sell
12,094
-5,175
-30% -$226K 0.14% 129
2019
Q3 		$762K Hold
17,269
– – 0.17% 135
2019
Q2 		$713K Hold
17,269
– – 0.15% 143
2019
Q1 		$667K Hold
17,269
– – 0.14% 147
2018
Q4 		$655K Buy
+17,269
New +$727K 0.14% 142
2018
Q3 		– Sell
-4,169
Closed -$222K – 186
2018
Q2 		$222K Buy
+4,169
New +$216K 0.05% 177
2017
Q4 		– Sell
-4,169
Closed -$203K – 168
2017
Q3 		$203K Sell
4,169
-4,462
-52% -$201K 0.05% 163
2017
Q2 		$391K Sell
8,631
-1,256
-13% -$57.4K 0.09% 153
2017
Q1 		$454K Sell
9,887
-5,186
-34% -$236K 0.1% 153
2016
Q4 		$698K Sell
15,073
-5,602
-27% -$225K 0.16% 135
2016
Q3 		$754K Hold
20,675
– – 0.17% 137
2016
Q2 		$665K Sell
20,675
-3,725
-15% -$127K 0.17% 134
2016
Q1 		$793K Hold
24,400
– – 0.21% 124
2015
Q4 		$789K Sell
24,400
-2,100
-8% -$67.1K 0.21% 127
2015
Q3 		$763K Buy
26,500
+7,600
+40% +$214K 0.19% 138
2015
Q2 		$516K Hold
18,900
– – 0.12% 161
2015
Q1 		$476K Hold
18,900
– – 0.11% 162
2014
Q4 		$484K Sell
18,900
-3,675
-16% -$92.8K 0.11% 157
2014
Q3 		$539K Hold
22,575
– – 0.1% 170
2014
Q2 		$554K Hold
22,575
– – 0.1% 173
2014
Q1 		$538K Sell
22,575
-5,625
-20% -$135K 0.11% 163
2013
Q4 		$729K Hold
28,200
– – 0.14% 149
2013
Q3 		$566K Sell
28,200
-17,100
-38% -$342K 0.11% 167
2013
Q2 		$791K Buy
+45,300
New +$752K 0.17% 133

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CNA Financial's WSFS Position: Q1 2020 in Review

CNA Financial sold out of WSFS Financial (WSFS) in Q1 2020, closing a stake of 12,094 shares — an estimated $532K sold.

CNA Financial first reported a position in WSFS in Q2 2013 and held it in 24 quarters. The position peaked at $793K in Q1 2016. 152 funds tracked by Wall St. Rank hold WSFS as of Q1 2020.

  • CNA Financial reported no remaining WSFS Financial position as of Q1 2020 after selling out during the quarter.
  • CNA Financial sold 12,094 WSFS Financial shares in Q1 2020, an estimated $532K.
  • CNA Financial first reported a position in WSFS Financial in Q2 2013 and held it in 24 quarters.
  • CNA Financial's WSFS Financial position peaked at $793K in Q1 2016.
  • 152 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2020.

Based on CNA Financial's 13F filing for Q1 2020, filed 12 May 2020.