Mackay Shields LLC’s WSFS Financial WSFS Stock Holding History

Mackay Shields LLC’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
2020 Q1	–	Sell	-4,600	Closed	-$202K	–	1509
2019 Q4	$202K	Buy	+4,600	New	+$201K	﹤0.01%	1263

Other funds holding WSFS

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Mackay Shields LLC's WSFS Position: Q1 2020 in Review

Mackay Shields LLC sold out of WSFS Financial (WSFS) in Q1 2020, closing a stake of 4,600 shares — an estimated $202K sold.

Mackay Shields LLC first reported a position in WSFS in Q4 2019 and held it in 1 quarter. The position peaked at $202K in Q4 2019. 152 funds tracked by Wall St. Rank hold WSFS as of Q1 2020.

Mackay Shields LLC reported no remaining WSFS Financial position as of Q1 2020 after selling out during the quarter.
Mackay Shields LLC sold 4,600 WSFS Financial shares in Q1 2020, an estimated $202K.
Mackay Shields LLC first reported a position in WSFS Financial in Q4 2019 and held it in 1 quarter.
Mackay Shields LLC's WSFS Financial position peaked at $202K in Q4 2019.
152 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2020.

Based on Mackay Shields LLC's 13F filing for Q1 2020, filed 8 May 2020.