Hancock Whitney’s WSFS Financial WSFS Stock Holding History

Hancock Whitney’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	-14,172	Closed	-$668K	–	878
2018 Q3	$668K	Sell	14,172 -14,545	-51%	-$749K	0.02%	579
2018 Q2	$1.53M	Sell	28,717 -768	-3%	-$39.8K	0.07%	249
2018 Q1	$1.41M	Buy	29,485 +37	+0.1%	+$1.83K	0.06%	269
2017 Q4	$1.41M	Buy	29,448 +209	+0.7%	+$10.3K	0.06%	285
2017 Q3	$1.43M	Sell	29,239 -1,806	-6%	-$81.5K	0.06%	261
2017 Q2	$1.41M	Buy	31,045 +756	+2%	+$34.6K	0.06%	255
2017 Q1	$1.39M	Buy	30,289 +4,400	+17%	+$200K	0.06%	248
2016 Q4	$1.2M	Buy	25,889 +922	+4%	+$37.1K	0.04%	294
2016 Q3	$911K	Buy	24,967 +908	+4%	+$32.7K	0.04%	362
2016 Q2	$774K	Buy	24,059 +410	+2%	+$13.9K	0.03%	386
2016 Q1	$769	Buy	+23,649	New	+$715K	0.03%	381

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hancock Whitney's WSFS Position: Q4 2018 in Review

Hancock Whitney sold out of WSFS Financial (WSFS) in Q4 2018, closing a stake of 14,172 shares — an estimated $668K sold.

Hancock Whitney first reported a position in WSFS in Q1 2016 and held it in 11 quarters. The position peaked at $1.53M in Q2 2018. 150 funds tracked by Wall St. Rank hold WSFS as of Q4 2018.

Hancock Whitney reported no remaining WSFS Financial position as of Q4 2018 after selling out during the quarter.
Hancock Whitney sold 14,172 WSFS Financial shares in Q4 2018, an estimated $668K.
Hancock Whitney first reported a position in WSFS Financial in Q1 2016 and held it in 11 quarters.
Hancock Whitney's WSFS Financial position peaked at $1.53M in Q2 2018.
150 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2018.

Based on Hancock Whitney's 13F filing for Q4 2018, filed 15 Feb 2019.