CT Financial Advisors’s WSFS Financial WSFS Stock Holding History

CT Financial 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
2017 Q1	$80.9K	Hold	1,760	–	–	0.05%	221
2016 Q4	$81.6K	Hold	1,760	–	–	0.05%	219
2016 Q3	$64.2K	Buy	1,760 +260	+17%	+$9.37K	0.04%	242
2016 Q2	$48.3K	Hold	1,500	–	–	0.03%	275
2016 Q1	$48.8K	Hold	1,500	–	–	0.03%	295
2015 Q4	$48.5K	Hold	1,500	–	–	0.03%	303
2015 Q3	$43.2K	Hold	1,500	–	–	0.03%	306
2015 Q2	$41K	Hold	1,500	–	–	0.02%	323
2015 Q1	$37.8K	Hold	1,500	–	–	0.02%	332
2014 Q4	$38.4K	Buy	+1,500	New	+$37.9K	0.03%	263
2014 Q1	$37.8K	Buy	+1,500	New	+$36.1K	0.02%	332

Other funds holding WSFS

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

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CT Financial Advisors's WSFS Position: Q1 2017 in Review

CT Financial Advisors held its WSFS Financial (WSFS) position steady in Q1 2017 at 1,760 shares worth $80.9K. The position accounts for 0.05% of the portfolio, ranked #221.

CT Financial Advisors first reported a position in WSFS in Q1 2014 and has held it in 11 quarters since. The position peaked at $81.6K in Q4 2016. 146 funds tracked by Wall St. Rank hold WSFS as of Q1 2017.

CT Financial Advisors held 1,760 shares of WSFS Financial worth $80.9K as of Q1 2017.
CT Financial Advisors left its WSFS Financial share count unchanged in Q1 2017.
WSFS Financial made up 0.05% of CT Financial Advisors's portfolio in Q1 2017, its #221 holding.
CT Financial Advisors first reported a position in WSFS Financial in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's WSFS Financial position peaked at $81.6K in Q4 2016.
146 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.