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Convergence Investment Partners’s WSFS Financial WSFS Stock Holding History

Convergence Investment Partners’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
2014
Q1 		– Sell
-39,060
Closed -$1.01M – 438
2013
Q4 		$1.01M Buy
+39,060
New +$912K 0.16% 168

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William Blair & Company
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FMT
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Convergence Investment Partners's WSFS Position: Q1 2014 in Review

Convergence Investment Partners sold out of WSFS Financial (WSFS) in Q1 2014, closing a stake of 39,060 shares — an estimated $1.01M sold.

Convergence Investment Partners first reported a position in WSFS in Q4 2013 and held it in 1 quarter. The position peaked at $1.01M in Q4 2013. 118 funds tracked by Wall St. Rank hold WSFS as of Q1 2014.

  • Convergence Investment Partners reported no remaining WSFS Financial position as of Q1 2014 after selling out during the quarter.
  • Convergence Investment Partners sold 39,060 WSFS Financial shares in Q1 2014, an estimated $1.01M.
  • Convergence Investment Partners first reported a position in WSFS Financial in Q4 2013 and held it in 1 quarter.
  • Convergence Investment Partners's WSFS Financial position peaked at $1.01M in Q4 2013.
  • 118 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2014.

Based on Convergence Investment Partners's 13F filing for Q1 2014, filed 8 May 2014.