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Moody National Bank Trust Division’s WSFS Financial WSFS Stock Holding History

Moody National Bank Trust Division’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
Q2 		– Sell
-150
Closed -$6K – 975
2019
Q1 		$6K Buy
+150
New +$6.24K ﹤0.01% 819

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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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Moody National Bank Trust Division's WSFS Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of WSFS Financial (WSFS) in Q2 2019, closing a stake of 150 shares — an estimated $6K sold.

Moody National Bank Trust Division first reported a position in WSFS in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 175 funds tracked by Wall St. Rank hold WSFS as of Q2 2019.

  • Moody National Bank Trust Division reported no remaining WSFS Financial position as of Q2 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 150 WSFS Financial shares in Q2 2019, an estimated $6K.
  • Moody National Bank Trust Division first reported a position in WSFS Financial in Q1 2019 and held it in 1 quarter.
  • Moody National Bank Trust Division's WSFS Financial position peaked at $6K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.