JIM
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Jupiter Investment Management’s WSFS Financial WSFS Stock Holding History

Jupiter Investment Management’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
2017
Q2 		– Sell
-4,626
Closed -$212K – 491
2017
Q1 		$212K Buy
+4,626
New +$210K ﹤0.01% 335

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jupiter Investment Management's WSFS Position: Q2 2017 in Review

Jupiter Investment Management sold out of WSFS Financial (WSFS) in Q2 2017, closing a stake of 4,626 shares — an estimated $212K sold.

Jupiter Investment Management first reported a position in WSFS in Q1 2017 and held it in 1 quarter. The position peaked at $212K in Q1 2017. 146 funds tracked by Wall St. Rank hold WSFS as of Q2 2017.

  • Jupiter Investment Management reported no remaining WSFS Financial position as of Q2 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 4,626 WSFS Financial shares in Q2 2017, an estimated $212K.
  • Jupiter Investment Management first reported a position in WSFS Financial in Q1 2017 and held it in 1 quarter.
  • Jupiter Investment Management's WSFS Financial position peaked at $212K in Q1 2017.
  • 146 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2017.

Based on Jupiter Investment Management's 13F filing for Q2 2017, filed 10 Aug 2017.