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Minerva Advisors’s WSFS Financial WSFS Stock Holding History

Minerva 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
2020
Q1 		– Sell
-8,838
Closed -$389K – 85
2019
Q4 		$389K Sell
8,838
-171
-2% -$7.47K 0.21% 68
2019
Q3 		$397K Sell
9,009
-48
-0.5% -$2.02K 0.22% 66
2019
Q2 		$374K Sell
9,057
-69
-0.8% -$2.86K 0.2% 69
2019
Q1 		$353K Buy
+9,126
New +$380K 0.2% 67

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Minerva Advisors's WSFS Position: Q1 2020 in Review

Minerva Advisors sold out of WSFS Financial (WSFS) in Q1 2020, closing a stake of 8,838 shares — an estimated $389K sold.

Minerva Advisors first reported a position in WSFS in Q1 2019 and held it in 4 quarters. The position peaked at $397K in Q3 2019. 152 funds tracked by Wall St. Rank hold WSFS as of Q1 2020.

  • Minerva Advisors reported no remaining WSFS Financial position as of Q1 2020 after selling out during the quarter.
  • Minerva Advisors sold 8,838 WSFS Financial shares in Q1 2020, an estimated $389K.
  • Minerva Advisors first reported a position in WSFS Financial in Q1 2019 and held it in 4 quarters.
  • Minerva Advisors's WSFS Financial position peaked at $397K in Q3 2019.
  • 152 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2020.

Based on Minerva Advisors's 13F filing for Q1 2020, filed 14 May 2020.