Connor, Clark & Lunn Investment Management (CC&L)
WSFS icon

Connor, Clark & Lunn Investment Management (CC&L)’s WSFS Financial WSFS Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q3 		– Sell
-12,900
Closed -$585K – 932
2017
Q2 		$585K Sell
12,900
-12,900
-50% -$590K ﹤0.01% 576
2017
Q1 		$1.19M Buy
25,800
+9,325
+57% +$424K 0.01% 476
2016
Q4 		$764K Buy
+16,475
New +$662K 0.01% 530

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Vanguard Group
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Fidelity Investments
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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s WSFS Position: Q3 2017 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of WSFS Financial (WSFS) in Q3 2017, closing a stake of 12,900 shares — an estimated $585K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WSFS in Q4 2016 and held it in 3 quarters. The position peaked at $1.19M in Q1 2017. 142 funds tracked by Wall St. Rank hold WSFS as of Q3 2017.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining WSFS Financial position as of Q3 2017 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 12,900 WSFS Financial shares in Q3 2017, an estimated $585K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WSFS Financial in Q4 2016 and held it in 3 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s WSFS Financial position peaked at $1.19M in Q1 2017.
  • 142 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2017.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2017, filed 14 Nov 2017.