MCM
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McKinley Capital Management’s WSFS Financial WSFS Stock Holding History

McKinley Capital Management’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
2016
Q3 		– Sell
-150
Closed -$5K – 589
2016
Q2 		$5K Buy
+150
New +$5.1K ﹤0.01% 433

Other funds holding WSFS

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FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

McKinley Capital Management's WSFS Position: Q3 2016 in Review

McKinley Capital Management sold out of WSFS Financial (WSFS) in Q3 2016, closing a stake of 150 shares — an estimated $5K sold.

McKinley Capital Management first reported a position in WSFS in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 138 funds tracked by Wall St. Rank hold WSFS as of Q3 2016.

  • McKinley Capital Management reported no remaining WSFS Financial position as of Q3 2016 after selling out during the quarter.
  • McKinley Capital Management sold 150 WSFS Financial shares in Q3 2016, an estimated $5K.
  • McKinley Capital Management first reported a position in WSFS Financial in Q2 2016 and held it in 1 quarter.
  • McKinley Capital Management's WSFS Financial position peaked at $5K in Q2 2016.
  • 138 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2016.

Based on McKinley Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.