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Freedom Investment Management’s WSFS Financial WSFS Stock Holding History

Freedom 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
2017
Q2 		– Sell
-4,530
Closed -$208K – 1134
2017
Q1 		$208K Buy
+4,530
New +$206K 0.01% 954

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Freedom Investment Management's WSFS Position: Q2 2017 in Review

Freedom Investment Management sold out of WSFS Financial (WSFS) in Q2 2017, closing a stake of 4,530 shares — an estimated $208K sold.

Freedom Investment Management first reported a position in WSFS in Q1 2017 and held it in 1 quarter. The position peaked at $208K in Q1 2017. 146 funds tracked by Wall St. Rank hold WSFS as of Q2 2017.

  • Freedom Investment Management reported no remaining WSFS Financial position as of Q2 2017 after selling out during the quarter.
  • Freedom Investment Management sold 4,530 WSFS Financial shares in Q2 2017, an estimated $208K.
  • Freedom Investment Management first reported a position in WSFS Financial in Q1 2017 and held it in 1 quarter.
  • Freedom Investment Management's WSFS Financial position peaked at $208K in Q1 2017.
  • 146 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2017.

Based on Freedom Investment Management's 13F filing for Q2 2017, filed 14 Jul 2017.