Hoxton Financial’s WSFS Financial WSFS Stock Holding History

Hoxton Financial’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 Q3	–	Sell	-399	Closed	-$7K	–	616
2013 Q2	$7K	Buy	+399	New	+$6.62K	﹤0.01%	459

Other funds holding WSFS

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

BIT

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

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FMT

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

Hoxton Financial's WSFS Position: Q3 2013 in Review

Hoxton Financial sold out of WSFS Financial (WSFS) in Q3 2013, closing a stake of 399 shares — an estimated $7K sold.

Hoxton Financial first reported a position in WSFS in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 104 funds tracked by Wall St. Rank hold WSFS as of Q3 2013.

Hoxton Financial reported no remaining WSFS Financial position as of Q3 2013 after selling out during the quarter.
Hoxton Financial sold 399 WSFS Financial shares in Q3 2013, an estimated $7K.
Hoxton Financial first reported a position in WSFS Financial in Q2 2013 and held it in 1 quarter.
Hoxton Financial's WSFS Financial position peaked at $7K in Q2 2013.
104 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2013.

Based on Hoxton Financial's 13F filing for Q3 2013, filed 7 Oct 2013.