MUFG Americas’s WSFS Financial WSFS Stock Holding History

MUFG Americas’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
2018 Q3	–	Sell	-348	Closed	-$19K	–	844
2018 Q2	$19K	Hold	348	–	–	﹤0.01%	667
2018 Q1	$17K	Sell	348 -105	-23%	-$5.19K	﹤0.01%	686
2017 Q4	$22K	Buy	453 +10	+2%	+$493	﹤0.01%	722
2017 Q3	$22K	Buy	443 +10	+2%	+$451	﹤0.01%	719
2017 Q2	$20K	Hold	433	–	–	﹤0.01%	706
2017 Q1	$20K	Buy	433 +78	+22%	+$3.54K	﹤0.01%	720
2016 Q4	$16K	Buy	355 +37	+12%	+$1.49K	﹤0.01%	765
2016 Q3	$12K	Hold	318	–	–	﹤0.01%	826
2016 Q2	$10K	Buy	318 +113	+55%	+$3.84K	﹤0.01%	852
2016 Q1	$7K	Buy	+205	New	+$6.2K	﹤0.01%	883
2015 Q4	–	Sell	-93	Closed	-$3K	–	1209
2015 Q3	$3K	Hold	93	–	–	﹤0.01%	1063
2015 Q2	$3K	Buy	+93	New	+$2.36K	﹤0.01%	1050
2013 Q3	–	Sell	-36,900	Closed	-$644K	–	1472
2013 Q2	$644K	Buy	+36,900	New	+$613K	0.01%	616

Other funds holding WSFS

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MUFG Americas's WSFS Position: Q3 2018 in Review

MUFG Americas sold out of WSFS Financial (WSFS) in Q3 2018, closing a stake of 348 shares — an estimated $19K sold.

MUFG Americas first reported a position in WSFS in Q2 2013 and held it in 13 quarters. The position peaked at $644K in Q2 2013. 160 funds tracked by Wall St. Rank hold WSFS as of Q3 2018.

MUFG Americas reported no remaining WSFS Financial position as of Q3 2018 after selling out during the quarter.
MUFG Americas sold 348 WSFS Financial shares in Q3 2018, an estimated $19K.
MUFG Americas first reported a position in WSFS Financial in Q2 2013 and held it in 13 quarters.
MUFG Americas's WSFS Financial position peaked at $644K in Q2 2013.
160 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2018.

Based on MUFG Americas's 13F filing for Q3 2018, filed 14 Nov 2018.