Kaizen Advisory’s WSFS Financial WSFS Stock Holding History

Kaizen Advisory’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	$655K	Sell	17,278 -3,261	-16%	-$137K	0.46%	73
2018 Q3	$968K	Buy	+20,539	New	+$1.06M	0.51%	80

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

Kaizen Advisory's WSFS Position: Q4 2018 in Review

Kaizen Advisory reduced its WSFS Financial (WSFS) stake by 16% in Q4 2018, selling an estimated $137K and leaving 17,278 shares worth $655K. The position accounts for 0.46% of the portfolio, ranked #73.

Kaizen Advisory first reported a position in WSFS in Q3 2018 and has held it in 2 quarters since. The position peaked at $968K in Q3 2018. 150 funds tracked by Wall St. Rank hold WSFS as of Q4 2018.

Kaizen Advisory held 17,278 shares of WSFS Financial worth $655K as of Q4 2018.
Kaizen Advisory sold 3,261 WSFS Financial shares in Q4 2018, an estimated $137K.
WSFS Financial made up 0.46% of Kaizen Advisory's portfolio in Q4 2018, its #73 holding.
Kaizen Advisory first reported a position in WSFS Financial in Q3 2018 and has held it in 2 quarters since.
Kaizen Advisory's WSFS Financial position peaked at $968K in Q3 2018.
150 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2018.

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