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Haber Trilix Advisors’s WSFS Financial WSFS Stock Holding History

Haber Trilix Advisors’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
2013
Q2 		$101K Buy
+5,760
New +$95.6K 0.01% 180

Other funds holding WSFS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $21M AUM 6.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

Haber Trilix Advisors's WSFS Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in WSFS Financial (WSFS) in Q2 2013: 5,760 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings.

101 funds tracked by Wall St. Rank hold WSFS as of Q2 2013.

  • Haber Trilix Advisors held 5,760 shares of WSFS Financial worth $101K as of Q2 2013.
  • WSFS Financial was a new Haber Trilix Advisors position in Q2 2013.
  • WSFS Financial made up 0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #180 holding.
  • 101 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.