DAM
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Delta Asset Management’s WSFS Financial WSFS Stock Holding History

Delta Asset 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
2018
Q4 		– Sell
-200
Closed -$9K – 690
2018
Q3 		$9K Buy
+200
New +$10.3K ﹤0.01% 475

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Renaissance Technologies
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Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Delta Asset Management's WSFS Position: Q4 2018 in Review

Delta Asset Management sold out of WSFS Financial (WSFS) in Q4 2018, closing a stake of 200 shares — an estimated $9K sold.

Delta Asset Management first reported a position in WSFS in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 150 funds tracked by Wall St. Rank hold WSFS as of Q4 2018.

  • Delta Asset Management reported no remaining WSFS Financial position as of Q4 2018 after selling out during the quarter.
  • Delta Asset Management sold 200 WSFS Financial shares in Q4 2018, an estimated $9K.
  • Delta Asset Management first reported a position in WSFS Financial in Q3 2018 and held it in 1 quarter.
  • Delta Asset Management's WSFS Financial position peaked at $9K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2018.

Based on Delta Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.