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Morris Capital Advisors’s WSFS Financial WSFS Stock Holding History

Morris Capital 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
Q1 		– Sell
-6,601
Closed -$306K – 79
2016
Q4 		$306K Hold
6,601
– – 0.21% 65
2016
Q3 		$241K Buy
+6,601
New +$238K 0.15% 66

Other funds holding WSFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morris Capital Advisors's WSFS Position: Q1 2017 in Review

Morris Capital Advisors sold out of WSFS Financial (WSFS) in Q1 2017, closing a stake of 6,601 shares — an estimated $306K sold.

Morris Capital Advisors first reported a position in WSFS in Q3 2016 and held it in 2 quarters. The position peaked at $306K in Q4 2016. 146 funds tracked by Wall St. Rank hold WSFS as of Q1 2017.

  • Morris Capital Advisors reported no remaining WSFS Financial position as of Q1 2017 after selling out during the quarter.
  • Morris Capital Advisors sold 6,601 WSFS Financial shares in Q1 2017, an estimated $306K.
  • Morris Capital Advisors first reported a position in WSFS Financial in Q3 2016 and held it in 2 quarters.
  • Morris Capital Advisors's WSFS Financial position peaked at $306K in Q4 2016.
  • 146 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2017.

Based on Morris Capital Advisors's 13F filing for Q1 2017, filed 4 May 2017.