EMFAT
Emerald Mutual Fund Advisers Trust’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-169,608
| Closed | -$9.04M | – | 256 |
|
|
2018
Q2 | $9.04M | Hold |
169,608
| – | – | 0.33% | 120 |
|
|
2018
Q1 | $8.12M | Hold |
169,608
| – | – | 0.32% | 117 |
|
|
2017
Q4 | $8.12M | Hold |
169,608
| – | – | 0.32% | 111 |
|
|
2017
Q3 | $8.27M | Hold |
169,608
| – | – | 0.34% | 107 |
|
|
2017
Q2 | $7.69M | Hold |
169,608
| – | – | 0.34% | 109 |
|
|
2017
Q1 | $7.79M | Hold |
169,608
| – | – | 0.36% | 102 |
|
|
2016
Q4 | $7.86M | Hold |
169,608
| – | – | 0.37% | 98 |
|
|
2016
Q3 | $6.19M | Hold |
169,608
| – | – | 0.32% | 116 |
|
|
2016
Q2 | $5.46M | Hold |
169,608
| – | – | 0.31% | 115 |
|
|
2016
Q1 | $5.52M | Sell |
169,608
-14,408
| -8% | -$469K | 0.31% | 110 |
|
|
2015
Q4 | $5.96M | Buy |
184,016
+95,736
| +108% | +$3.1M | 0.31% | 103 |
|
|
2015
Q3 | $2.54M | Buy |
+88,280
| New | +$2.54M | 0.17% | 143 |
|