Nine Chapters Capital Management’s WSFS Financial WSFS Stock Holding History

Nine Chapters Capital Management’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
2015 Q4	–	Sell	-18,800	Closed	-$542K	–	555
2015 Q3	$542K	Buy	18,800 +3,300	+21%	+$92.8K	0.05%	543
2015 Q2	$424K	Sell	15,500 -10,900	-41%	-$277K	0.04%	634
2015 Q1	$666K	Buy	26,400 +1,800	+7%	+$45.9K	0.06%	497
2014 Q4	$630K	Sell	24,600 -8,400	-25%	-$212K	0.05%	471
2014 Q3	$788K	Buy	33,000 +7,200	+28%	+$174K	0.07%	376
2014 Q2	$634K	Buy	25,800 +900	+4%	+$20.9K	0.05%	470
2014 Q1	$593K	Sell	24,900 -18,000	-42%	-$433K	0.07%	409
2013 Q4	$1.11M	Buy	42,900 +31,500	+276%	+$736K	0.11%	268
2013 Q3	$229K	Sell	11,400 -6,300	-36%	-$126K	0.03%	604
2013 Q2	$309K	Buy	+17,700	New	+$294K	0.05%	449

Other funds holding WSFS

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Nine Chapters Capital Management's WSFS Position: Q4 2015 in Review

Nine Chapters Capital Management sold out of WSFS Financial (WSFS) in Q4 2015, closing a stake of 18,800 shares — an estimated $542K sold.

Nine Chapters Capital Management first reported a position in WSFS in Q2 2013 and held it in 10 quarters. The position peaked at $1.11M in Q4 2013. 117 funds tracked by Wall St. Rank hold WSFS as of Q4 2015.

Nine Chapters Capital Management reported no remaining WSFS Financial position as of Q4 2015 after selling out during the quarter.
Nine Chapters Capital Management sold 18,800 WSFS Financial shares in Q4 2015, an estimated $542K.
Nine Chapters Capital Management first reported a position in WSFS Financial in Q2 2013 and held it in 10 quarters.
Nine Chapters Capital Management's WSFS Financial position peaked at $1.11M in Q4 2013.
117 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2015.

Based on Nine Chapters Capital Management's 13F filing for Q4 2015.