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Eagle Boston Investment Management’s WSFS Financial WSFS Stock Holding History

Eagle Boston 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
2019
Q2 		– Sell
-22,892
Closed -$883K – 116
2019
Q1 		$883K Buy
+22,892
New +$952K 0.39% 97

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Eagle Boston Investment Management's WSFS Position: Q2 2019 in Review

Eagle Boston Investment Management sold out of WSFS Financial (WSFS) in Q2 2019, closing a stake of 22,892 shares — an estimated $883K sold.

Eagle Boston Investment Management first reported a position in WSFS in Q1 2019 and held it in 1 quarter. The position peaked at $883K in Q1 2019. 175 funds tracked by Wall St. Rank hold WSFS as of Q2 2019.

  • Eagle Boston Investment Management reported no remaining WSFS Financial position as of Q2 2019 after selling out during the quarter.
  • Eagle Boston Investment Management sold 22,892 WSFS Financial shares in Q2 2019, an estimated $883K.
  • Eagle Boston Investment Management first reported a position in WSFS Financial in Q1 2019 and held it in 1 quarter.
  • Eagle Boston Investment Management's WSFS Financial position peaked at $883K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2019.

Based on Eagle Boston Investment Management's 13F filing for Q2 2019, filed 5 Aug 2019.