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MYCIO Wealth Partners’s WSFS Financial WSFS Stock Holding History

MYCIO Wealth Partners’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
-8,319
Closed -$366K – 410
2019
Q4 		$366K Buy
8,319
+1,560
+23% +$68.2K 0.02% 237
2019
Q3 		$298K Buy
6,759
+19
+0.3% +$799 0.02% 246
2019
Q2 		$278K Buy
6,740
+20
+0.3% +$829 0.02% 251
2019
Q1 		$259K Buy
6,720
+17
+0.3% +$707 0.02% 240
2018
Q4 		$254K Buy
6,703
+18
+0.3% +$758 0.02% 233
2018
Q3 		$315K Buy
+6,685
New +$344K 0.03% 209
2018
Q2 		– Sell
-6,656
Closed -$319K – 287
2018
Q1 		$319K Sell
6,656
-6,069
-48% -$300K 0.04% 178
2017
Q4 		$609K Buy
12,725
+12
+0.1% +$592 0.07% 121
2017
Q3 		$620K Buy
12,713
+10
+0.1% +$451 0.07% 117
2017
Q2 		$576K Buy
12,703
+11
+0.1% +$503 0.07% 117
2017
Q1 		$583K Buy
12,692
+6,091
+92% +$277K 0.07% 122
2016
Q4 		$306K Buy
+6,601
New +$265K 0.04% 162

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

MYCIO Wealth Partners's WSFS Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of WSFS Financial (WSFS) in Q1 2020, closing a stake of 8,319 shares — an estimated $366K sold.

MYCIO Wealth Partners first reported a position in WSFS in Q4 2016 and held it in 12 quarters. The position peaked at $620K in Q3 2017. 152 funds tracked by Wall St. Rank hold WSFS as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining WSFS Financial position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 8,319 WSFS Financial shares in Q1 2020, an estimated $366K.
  • MYCIO Wealth Partners first reported a position in WSFS Financial in Q4 2016 and held it in 12 quarters.
  • MYCIO Wealth Partners's WSFS Financial position peaked at $620K in Q3 2017.
  • 152 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.