KCPG
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Kavar Capital Partners Group’s WSFS Financial WSFS Stock Holding History

Kavar Capital Partners Group’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
2019
Q3 		– Sell
-1,320
Closed -$55K – 462
2019
Q2 		$55K Buy
+1,320
New +$54.7K 0.02% 223
2018
Q3 		– Sell
-1,320
Closed -$70K – 390
2018
Q2 		$70K Hold
1,320
– – 0.04% 158
2018
Q1 		$63K Buy
+1,320
New +$65.3K 0.03% 166

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kavar Capital Partners Group's WSFS Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of WSFS Financial (WSFS) in Q3 2019, closing a stake of 1,320 shares — an estimated $55K sold.

Kavar Capital Partners Group first reported a position in WSFS in Q1 2018 and held it in 3 quarters. The position peaked at $70K in Q2 2018. 165 funds tracked by Wall St. Rank hold WSFS as of Q3 2019.

  • Kavar Capital Partners Group reported no remaining WSFS Financial position as of Q3 2019 after selling out during the quarter.
  • Kavar Capital Partners Group sold 1,320 WSFS Financial shares in Q3 2019, an estimated $55K.
  • Kavar Capital Partners Group first reported a position in WSFS Financial in Q1 2018 and held it in 3 quarters.
  • Kavar Capital Partners Group's WSFS Financial position peaked at $70K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.