Columbia Partners Investment Management’s WSFS Financial WSFS Stock Holding History

Columbia Partners Investment 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
2017 Q4	–	Sell	-7,219	Closed	-$351K	–	253
2017 Q3	$351K	Hold	7,219	–	–	0.05%	203
2017 Q2	$327K	Buy	+7,219	New	+$330K	0.04%	216
2017 Q1	–	Sell	-38,818	Closed	-$1.8M	–	295
2016 Q4	$1.8M	Buy	+38,818	New	+$1.56M	0.16%	184
2015 Q3	–	Sell	-96,426	Closed	-$2.64M	–	385
2015 Q2	$2.64M	Buy	+96,426	New	+$2.45M	0.16%	162
2014 Q3	–	Sell	-302,964	Closed	-$7.44M	–	381
2014 Q2	$7.44M	Buy	+302,964	New	+$7.03M	0.34%	111

Other funds holding WSFS

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Columbia Partners Investment Management's WSFS Position: Q4 2017 in Review

Columbia Partners Investment Management sold out of WSFS Financial (WSFS) in Q4 2017, closing a stake of 7,219 shares — an estimated $351K sold.

Columbia Partners Investment Management first reported a position in WSFS in Q2 2014 and held it in 5 quarters. The position peaked at $7.44M in Q2 2014. 146 funds tracked by Wall St. Rank hold WSFS as of Q4 2017.

Columbia Partners Investment Management reported no remaining WSFS Financial position as of Q4 2017 after selling out during the quarter.
Columbia Partners Investment Management sold 7,219 WSFS Financial shares in Q4 2017, an estimated $351K.
Columbia Partners Investment Management first reported a position in WSFS Financial in Q2 2014 and held it in 5 quarters.
Columbia Partners Investment Management's WSFS Financial position peaked at $7.44M in Q2 2014.
146 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2017.

Based on Columbia Partners Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.