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Nationwide Fund Advisors’s WSFS Financial WSFS Stock Holding History

Nationwide Fund 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
Q4 		– Sell
-45,917
Closed -$2.24M – 2126
2017
Q3 		$2.24M Sell
45,917
-8,512
-16% -$384K 0.01% 1397
2017
Q2 		$2.47M Sell
54,429
-28
-0.1% -$1.28K 0.01% 1339
2017
Q1 		$2.5M Sell
54,457
-3,518
-6% -$160K 0.01% 1303
2016
Q4 		$2.69M Sell
57,975
-1,796
-3% -$72.2K 0.01% 1270
2016
Q3 		$2.18M Sell
59,771
-2,813
-4% -$101K 0.01% 1352
2016
Q2 		$2.02M Sell
62,584
-10,618
-15% -$361K 0.01% 1362
2016
Q1 		$2.38M Buy
73,202
+10,739
+17% +$325K 0.01% 1259
2015
Q4 		$2.02M Sell
62,463
-39,363
-39% -$1.26M 0.01% 1356
2015
Q3 		$2.93M Sell
101,826
-21,725
-18% -$611K 0.01% 1177
2015
Q2 		$3.38M Buy
123,551
+58,928
+91% +$1.5M 0.01% 1153
2015
Q1 		$1.63M Buy
64,623
+3,759
+6% +$95.9K 0.01% 1608
2014
Q4 		$1.56M Sell
60,864
-55,152
-48% -$1.39M 0.01% 1557
2014
Q3 		$2.77M Sell
116,016
-12,354
-10% -$299K 0.01% 1255
2014
Q2 		$3.15M Buy
128,370
+16,965
+15% +$394K 0.01% 1231
2014
Q1 		$2.65M Buy
111,405
+8,400
+8% +$202K 0.01% 1202
2013
Q4 		$2.66M Buy
103,005
+49,551
+93% +$1.16M 0.01% 1304
2013
Q3 		$1.07M Buy
53,454
+26,331
+97% +$527K ﹤0.01% 1808
2013
Q2 		$474K Buy
+27,123
New +$450K ﹤0.01% 2041

Other funds holding WSFS

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Nationwide Fund Advisors's WSFS Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of WSFS Financial (WSFS) in Q4 2017, closing a stake of 45,917 shares — an estimated $2.24M sold.

Nationwide Fund Advisors first reported a position in WSFS in Q2 2013 and held it in 18 quarters. The position peaked at $3.38M in Q2 2015. 146 funds tracked by Wall St. Rank hold WSFS as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining WSFS Financial position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 45,917 WSFS Financial shares in Q4 2017, an estimated $2.24M.
  • Nationwide Fund Advisors first reported a position in WSFS Financial in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's WSFS Financial position peaked at $3.38M in Q2 2015.
  • 146 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.