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Global Financial Private Capital’s WSFS Financial WSFS Stock Holding History

Global Financial Private Capital’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
Q4 		– Sell
-51,695
Closed -$2.44M – 522
2018
Q3 		$2.44M Hold
51,695
– – 0.09% 183
2018
Q2 		$2.75M Hold
51,695
– – 0.09% 167
2018
Q1 		$2.48M Hold
51,695
– – 0.09% 170
2017
Q4 		$2.47M Hold
51,695
– – 0.08% 160
2017
Q3 		$2.52M Buy
+51,695
New +$2.33M 0.09% 139

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Financial Private Capital's WSFS Position: Q4 2018 in Review

Global Financial Private Capital sold out of WSFS Financial (WSFS) in Q4 2018, closing a stake of 51,695 shares — an estimated $2.44M sold.

Global Financial Private Capital first reported a position in WSFS in Q3 2017 and held it in 5 quarters. The position peaked at $2.75M in Q2 2018. 150 funds tracked by Wall St. Rank hold WSFS as of Q4 2018.

  • Global Financial Private Capital reported no remaining WSFS Financial position as of Q4 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 51,695 WSFS Financial shares in Q4 2018, an estimated $2.44M.
  • Global Financial Private Capital first reported a position in WSFS Financial in Q3 2017 and held it in 5 quarters.
  • Global Financial Private Capital's WSFS Financial position peaked at $2.75M in Q2 2018.
  • 150 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.