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Emerald Acquisition’s WSFS Financial WSFS Stock Holding History

Emerald Acquisition’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
2016
Q3 		$2.02M Sell
55,286
-17,853
-24% -$644K ﹤0.01% 1749
2016
Q2 		$2.35M Buy
+73,139
New +$2.49M ﹤0.01% 1752

Other funds holding WSFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Emerald Acquisition's WSFS Position: Q3 2016 in Review

Emerald Acquisition reduced its WSFS Financial (WSFS) stake by 24% in Q3 2016, selling an estimated $644K and leaving 55,286 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Emerald Acquisition first reported a position in WSFS in Q2 2016 and has held it in 2 quarters since. The position peaked at $2.35M in Q2 2016. 138 funds tracked by Wall St. Rank hold WSFS as of Q3 2016.

  • Emerald Acquisition held 55,286 shares of WSFS Financial worth $2.02M as of Q3 2016.
  • Emerald Acquisition sold 17,853 WSFS Financial shares in Q3 2016, an estimated $644K.
  • WSFS Financial made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #1749 holding.
  • Emerald Acquisition first reported a position in WSFS Financial in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's WSFS Financial position peaked at $2.35M in Q2 2016.
  • 138 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.