LTFS
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Ladenburg Thalmann Financial Services’s WSFS Financial WSFS Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$2K Sell
36
-17
-32% -$743 ﹤0.01% 5117
2019
Q3 		$2K Sell
53
-22
-29% -$925 ﹤0.01% 5012
2019
Q2 		$3K Sell
75
-16
-18% -$663 ﹤0.01% 4910
2019
Q1 		$4K Buy
91
+55
+153% +$2.29K ﹤0.01% 4767
2018
Q4 		$1K Buy
+36
New +$1.51K ﹤0.01% 5100
2013
Q3 		– Sell
-378
Closed -$7K – 3837
2013
Q2 		$7K Buy
+378
New +$6.28K ﹤0.01% 2914

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services's WSFS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its WSFS Financial (WSFS) stake by 32% in Q4 2019, selling an estimated $743 and leaving 36 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #5117.

Ladenburg Thalmann Financial Services first reported a position in WSFS in Q2 2013 and has held it in 6 quarters since. The position peaked at $7K in Q2 2013. 178 funds tracked by Wall St. Rank hold WSFS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 36 shares of WSFS Financial worth $2K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 17 WSFS Financial shares in Q4 2019, an estimated $743.
  • WSFS Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5117 holding.
  • Ladenburg Thalmann Financial Services first reported a position in WSFS Financial in Q2 2013 and has held it in 6 quarters since.
  • Ladenburg Thalmann Financial Services's WSFS Financial position peaked at $7K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.