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Ontario Teachers' Pension Plan Board’s WSFS Financial WSFS Stock Holding History

Ontario Teachers' Pension Plan Board’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
2019
Q3 		– Sell
-37,003
Closed -$1.53M – 602
2019
Q2 		$1.53M Buy
+37,003
New +$1.53M 0.03% 387

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's WSFS Position: Q3 2019 in Review

Ontario Teachers' Pension Plan Board sold out of WSFS Financial (WSFS) in Q3 2019, closing a stake of 37,003 shares — an estimated $1.53M sold.

Ontario Teachers' Pension Plan Board first reported a position in WSFS in Q2 2019 and held it in 1 quarter. The position peaked at $1.53M in Q2 2019. 165 funds tracked by Wall St. Rank hold WSFS as of Q3 2019.

  • Ontario Teachers' Pension Plan Board reported no remaining WSFS Financial position as of Q3 2019 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 37,003 WSFS Financial shares in Q3 2019, an estimated $1.53M.
  • Ontario Teachers' Pension Plan Board first reported a position in WSFS Financial in Q2 2019 and held it in 1 quarter.
  • Ontario Teachers' Pension Plan Board's WSFS Financial position peaked at $1.53M in Q2 2019.
  • 165 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2019.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q3 2019, filed 8 Nov 2019.