Emerald Mutual Fund Advisers Trust’s WSFS Financial WSFS Stock Holding History

Emerald Mutual Fund Advisers Trust’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 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%	-$435K	0.31%	110
2015 Q4	$5.96M	Buy	184,016 +95,736	+108%	+$3.06M	0.31%	103
2015 Q3	$2.54M	Buy	+88,280	New	+$2.48M	0.17%	143

Other funds holding WSFS

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's WSFS Position: Q3 2018 in Review

Emerald Mutual Fund Advisers Trust sold out of WSFS Financial (WSFS) in Q3 2018, closing a stake of 169,608 shares — an estimated $9.04M sold.

Emerald Mutual Fund Advisers Trust first reported a position in WSFS in Q3 2015 and held it in 12 quarters. The position peaked at $9.04M in Q2 2018. 160 funds tracked by Wall St. Rank hold WSFS as of Q3 2018.

Emerald Mutual Fund Advisers Trust reported no remaining WSFS Financial position as of Q3 2018 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 169,608 WSFS Financial shares in Q3 2018, an estimated $9.04M.
Emerald Mutual Fund Advisers Trust first reported a position in WSFS Financial in Q3 2015 and held it in 12 quarters.
Emerald Mutual Fund Advisers Trust's WSFS Financial position peaked at $9.04M in Q2 2018.
160 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2018.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2018, filed 31 Oct 2018.