Howe & Rusling’s WSFS Financial WSFS Stock Holding History

Howe & Rusling’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
2015 Q3	–	Sell	-150	Closed	-$4K	–	1076
2015 Q2	$4K	Buy	+150	New	+$3.81K	﹤0.01%	728

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

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

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

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

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

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

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

BIT

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Howe & Rusling's WSFS Position: Q3 2015 in Review

Howe & Rusling sold out of WSFS Financial (WSFS) in Q3 2015, closing a stake of 150 shares — an estimated $4K sold.

Howe & Rusling first reported a position in WSFS in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 111 funds tracked by Wall St. Rank hold WSFS as of Q3 2015.

Howe & Rusling reported no remaining WSFS Financial position as of Q3 2015 after selling out during the quarter.
Howe & Rusling sold 150 WSFS Financial shares in Q3 2015, an estimated $4K.
Howe & Rusling first reported a position in WSFS Financial in Q2 2015 and held it in 1 quarter.
Howe & Rusling's WSFS Financial position peaked at $4K in Q2 2015.
111 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2015.

Based on Howe & Rusling's 13F filing for Q3 2015, filed 10 Nov 2015.