NVWM LLC’s WSFS Financial WSFS Stock Holding History

NVWM LLC’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 Q4	–	Sell	-269	Closed	-$13K	–	384
2018 Q3	$13K	Hold	269	–	–	0.01%	245
2018 Q2	$14K	Hold	269	–	–	0.01%	242
2018 Q1	$13K	Hold	269	–	–	0.01%	252
2017 Q4	$13K	Buy	+269	New	+$13.3K	0.01%	236

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

NVWM LLC's WSFS Position: Q4 2018 in Review

NVWM LLC sold out of WSFS Financial (WSFS) in Q4 2018, closing a stake of 269 shares — an estimated $13K sold.

NVWM LLC first reported a position in WSFS in Q4 2017 and held it in 4 quarters. The position peaked at $14K in Q2 2018. 150 funds tracked by Wall St. Rank hold WSFS as of Q4 2018.

NVWM LLC reported no remaining WSFS Financial position as of Q4 2018 after selling out during the quarter.
NVWM LLC sold 269 WSFS Financial shares in Q4 2018, an estimated $13K.
NVWM LLC first reported a position in WSFS Financial in Q4 2017 and held it in 4 quarters.
NVWM LLC's WSFS Financial position peaked at $14K in Q2 2018.
150 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2018.

Based on NVWM LLC's 13F filing for Q4 2018, filed 29 Jan 2019.