Palladium Partners’s WSFS Financial WSFS Stock Holding History

Palladium Partners’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 Q4	–	Sell	-9,000	Closed	-$424K	–	278
2019 Q3	$424K	Buy	+9,000	New	+$379K	0.03%	199
2018 Q4	–	Sell	-9,000	Closed	-$424K	–	256
2018 Q3	$424K	Hold	9,000	–	–	0.03%	210
2018 Q2	$480K	Hold	9,000	–	–	0.03%	200
2018 Q1	$431K	Sell	9,000 -1,557	-15%	-$77K	0.03%	201
2017 Q4	$505K	Hold	10,557	–	–	0.04%	197
2017 Q3	$515K	Hold	10,557	–	–	0.04%	189
2017 Q2	$479K	Hold	10,557	–	–	0.04%	191
2017 Q1	$485K	Hold	10,557	–	–	0.04%	191
2016 Q4	$489K	Hold	10,557	–	–	0.04%	188
2016 Q3	$385K	Hold	10,557	–	–	0.03%	198
2016 Q2	$340K	Hold	10,557	–	–	0.03%	197
2016 Q1	$343K	Hold	10,557	–	–	0.03%	196
2015 Q4	$342K	Hold	10,557	–	–	0.03%	198
2015 Q3	$304K	Hold	10,557	–	–	0.03%	196
2015 Q2	$289K	Hold	10,557	–	–	0.03%	216
2015 Q1	$266K	Hold	10,557	–	–	0.02%	232
2014 Q4	$271K	Hold	10,557	–	–	0.02%	230
2014 Q3	$252K	Hold	10,557	–	–	0.02%	227
2014 Q2	$259K	Hold	10,557	–	–	0.02%	226
2014 Q1	$251K	Hold	10,557	–	–	0.02%	234
2013 Q4	$273K	Hold	10,557	–	–	0.03%	228
2013 Q3	$212K	Hold	10,557	–	–	0.02%	241
2013 Q2	$184K	Buy	+10,557	New	+$175K	0.02%	246

Other funds holding WSFS

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Palladium Partners's WSFS Position: Q4 2019 in Review

Palladium Partners sold out of WSFS Financial (WSFS) in Q4 2019, closing a stake of 9,000 shares — an estimated $424K sold.

Palladium Partners first reported a position in WSFS in Q2 2013 and held it in 23 quarters. The position peaked at $515K in Q3 2017. 178 funds tracked by Wall St. Rank hold WSFS as of Q4 2019.

Palladium Partners reported no remaining WSFS Financial position as of Q4 2019 after selling out during the quarter.
Palladium Partners sold 9,000 WSFS Financial shares in Q4 2019, an estimated $424K.
Palladium Partners first reported a position in WSFS Financial in Q2 2013 and held it in 23 quarters.
Palladium Partners's WSFS Financial position peaked at $515K in Q3 2017.
178 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2019.

Based on Palladium Partners's 13F filing for Q4 2019, filed 6 Feb 2020.