Legacy Advisors’s WSFS Financial WSFS Stock Holding History

Legacy Advisors’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	-808	Closed	-$37K	–	217
2017 Q1	$37K	Hold	808	–	–	0.05%	106
2016 Q4	$37K	Buy	+808	New	+$32.5K	0.05%	115

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Legacy Advisors's WSFS Position: Q2 2017 in Review

Legacy Advisors sold out of WSFS Financial (WSFS) in Q2 2017, closing a stake of 808 shares — an estimated $37K sold.

Legacy Advisors first reported a position in WSFS in Q4 2016 and held it in 2 quarters. The position peaked at $37K in Q1 2017. 146 funds tracked by Wall St. Rank hold WSFS as of Q2 2017.

Legacy Advisors reported no remaining WSFS Financial position as of Q2 2017 after selling out during the quarter.
Legacy Advisors sold 808 WSFS Financial shares in Q2 2017, an estimated $37K.
Legacy Advisors first reported a position in WSFS Financial in Q4 2016 and held it in 2 quarters.
Legacy Advisors's WSFS Financial position peaked at $37K in Q1 2017.
146 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2017.

Based on Legacy Advisors's 13F filing for Q2 2017, filed 1 Nov 2017.