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Harbor Advisors’s WSFS Financial WSFS Stock Holding History

Harbor 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
2018
Q3 		– Sell
-6,560
Closed -$350K – 181
2018
Q2 		$350K Hold
6,560
– – 0.11% 124
2018
Q1 		$314K Hold
6,560
– – 0.11% 128
2017
Q4 		$314K Hold
6,560
– – 0.11% 126
2017
Q3 		$320K Hold
6,560
– – 0.12% 111
2017
Q2 		$297K Hold
6,560
– – 0.12% 107
2017
Q1 		$301K Hold
6,560
– – 0.13% 97
2016
Q4 		$304K Buy
+6,560
New +$264K 0.15% 96

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbor Advisors's WSFS Position: Q3 2018 in Review

Harbor Advisors sold out of WSFS Financial (WSFS) in Q3 2018, closing a stake of 6,560 shares — an estimated $350K sold.

Harbor Advisors first reported a position in WSFS in Q4 2016 and held it in 7 quarters. The position peaked at $350K in Q2 2018. 160 funds tracked by Wall St. Rank hold WSFS as of Q3 2018.

  • Harbor Advisors reported no remaining WSFS Financial position as of Q3 2018 after selling out during the quarter.
  • Harbor Advisors sold 6,560 WSFS Financial shares in Q3 2018, an estimated $350K.
  • Harbor Advisors first reported a position in WSFS Financial in Q4 2016 and held it in 7 quarters.
  • Harbor Advisors's WSFS Financial position peaked at $350K in Q2 2018.
  • 160 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2018.

Based on Harbor Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.