Fulton Bank’s WSFS Financial WSFS Stock Holding History

Fulton Bank’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 Q4	–	Sell	-7,425	Closed	-$327K	–	448
2019 Q3	$327K	Sell	7,425 -2,475	-25%	-$104K	0.02%	303
2019 Q2	$409K	Hold	9,900	–	–	0.03%	280
2019 Q1	$382K	Hold	9,900	–	–	0.03%	288
2018 Q4	$375K	Hold	9,900	–	–	0.03%	284
2018 Q3	$467K	Hold	9,900	–	–	0.03%	299
2018 Q2	$528K	Hold	9,900	–	–	0.04%	264
2018 Q1	$474K	Hold	9,900	–	–	0.03%	290
2017 Q4	$474K	Hold	9,900	–	–	0.03%	284
2017 Q3	$483K	Hold	9,900	–	–	0.04%	263
2017 Q2	$449K	Hold	9,900	–	–	0.03%	263
2017 Q1	$455K	Hold	9,900	–	–	0.04%	246
2016 Q4	$459K	Hold	9,900	–	–	0.04%	242
2016 Q3	$361K	Hold	9,900	–	–	0.03%	311
2016 Q2	$319K	Hold	9,900	–	–	0.03%	316
2016 Q1	$322K	Hold	9,900	–	–	0.03%	314
2015 Q4	$320K	Hold	9,900	–	–	0.03%	274
2015 Q3	$285K	Hold	9,900	–	–	0.03%	288
2015 Q2	$271K	Hold	9,900	–	–	0.03%	309
2015 Q1	$250K	Hold	9,900	–	–	0.03%	329
2014 Q4	$254K	Hold	9,900	–	–	0.03%	312
2014 Q3	$236K	Hold	9,900	–	–	0.03%	319
2014 Q2	$243K	Hold	9,900	–	–	0.03%	323
2014 Q1	$236K	Hold	9,900	–	–	0.03%	296
2013 Q4	$256K	Buy	+9,900	New	+$231K	0.03%	289

Other funds holding WSFS

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fulton Bank's WSFS Position: Q4 2019 in Review

Fulton Bank sold out of WSFS Financial (WSFS) in Q4 2019, closing a stake of 7,425 shares — an estimated $327K sold.

Fulton Bank first reported a position in WSFS in Q4 2013 and held it in 24 quarters. The position peaked at $528K in Q2 2018. 178 funds tracked by Wall St. Rank hold WSFS as of Q4 2019.

Fulton Bank reported no remaining WSFS Financial position as of Q4 2019 after selling out during the quarter.
Fulton Bank sold 7,425 WSFS Financial shares in Q4 2019, an estimated $327K.
Fulton Bank first reported a position in WSFS Financial in Q4 2013 and held it in 24 quarters.
Fulton Bank's WSFS Financial position peaked at $528K in Q2 2018.
178 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2019.

Based on Fulton Bank's 13F filing for Q4 2019, filed 24 Jan 2020.