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NWQ Investment Management Company’s WSFS Financial WSFS Stock Holding History

NWQ Investment Management Company’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
Q3 		$4.21M Buy
156,053
+56,183
+56% +$1.59M 0.19% 116
2020
Q2 		$2.87K Buy
+99,870
New +$2.64M 0.1% 127

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NWQ Investment Management Company's WSFS Position: Q3 2020 in Review

NWQ Investment Management Company increased its WSFS Financial (WSFS) stake by 56% in Q3 2020, buying an estimated $1.59M and bringing the position to 156,053 shares worth $4.21M. The position accounts for 0.19% of the portfolio, ranked #116.

NWQ Investment Management Company first reported a position in WSFS in Q2 2020 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold WSFS as of Q3 2020.

  • NWQ Investment Management Company held 156,053 shares of WSFS Financial worth $4.21M as of Q3 2020.
  • NWQ Investment Management Company bought 56,183 WSFS Financial shares in Q3 2020, an estimated $1.59M.
  • WSFS Financial made up 0.19% of NWQ Investment Management Company's portfolio in Q3 2020, its #116 holding.
  • NWQ Investment Management Company first reported a position in WSFS Financial in Q2 2020 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.