Ground Swell Capital’s WSFS Financial WSFS Stock Holding History

Ground Swell 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
2014 Q3	$10K	Sell	426 -174	-29%	-$4.21K	0.02%	1016
2014 Q2	$15K	Buy	+600	New	+$13.9K	0.03%	541

Other funds holding WSFS

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FMT

First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

Ground Swell Capital's WSFS Position: Q3 2014 in Review

Ground Swell Capital reduced its WSFS Financial (WSFS) stake by 29% in Q3 2014, selling an estimated $4.21K and leaving 426 shares worth $10K. The position accounts for 0.02% of the portfolio, ranked #1016.

Ground Swell Capital first reported a position in WSFS in Q2 2014 and has held it in 2 quarters since. The position peaked at $15K in Q2 2014. 123 funds tracked by Wall St. Rank hold WSFS as of Q3 2014.

Ground Swell Capital held 426 shares of WSFS Financial worth $10K as of Q3 2014.
Ground Swell Capital sold 174 WSFS Financial shares in Q3 2014, an estimated $4.21K.
WSFS Financial made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1016 holding.
Ground Swell Capital first reported a position in WSFS Financial in Q2 2014 and has held it in 2 quarters since.
Ground Swell Capital's WSFS Financial position peaked at $15K in Q2 2014.
123 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.