Panagora Asset Management’s WSFS Financial WSFS Stock Holding History

Panagora Asset 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
2017 Q3	–	Sell	-2,306	Closed	-$104K	–	2503
2017 Q2	$104K	Hold	2,306	–	–	﹤0.01%	1864
2017 Q1	$106K	Hold	2,306	–	–	﹤0.01%	1849
2016 Q4	$107K	Hold	2,306	–	–	﹤0.01%	1934
2016 Q3	$84K	Hold	2,306	–	–	﹤0.01%	2010
2016 Q2	$74K	Hold	2,306	–	–	﹤0.01%	1984
2016 Q1	$75K	Sell	2,306 -4,030	-64%	-$122K	﹤0.01%	1933
2015 Q4	$205K	Sell	6,336 -23,331	-79%	-$745K	﹤0.01%	1585
2015 Q3	$855K	Sell	29,667 -11,527	-28%	-$324K	﹤0.01%	1101
2015 Q2	$1.13M	Sell	41,194 -50,081	-55%	-$1.27M	0.01%	1037
2015 Q1	$2.3M	Buy	91,275 +23,301	+34%	+$594K	0.01%	737
2014 Q4	$1.74M	Buy	67,974 +7,803	+13%	+$197K	0.01%	804
2014 Q3	$1.44M	Buy	60,171 +5,817	+11%	+$141K	0.01%	879
2014 Q2	$1.33M	Buy	54,354 +9,042	+20%	+$210K	0.01%	975
2014 Q1	$1.08M	Buy	45,312 +9,975	+28%	+$240K	0.01%	1146
2013 Q4	$913K	Buy	35,337 +29,457	+501%	+$688K	﹤0.01%	1202
2013 Q3	$118K	Buy	+5,880	New	+$118K	﹤0.01%	1817

Other funds holding WSFS

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

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

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

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Panagora Asset Management's WSFS Position: Q3 2017 in Review

Panagora Asset Management sold out of WSFS Financial (WSFS) in Q3 2017, closing a stake of 2,306 shares — an estimated $104K sold.

Panagora Asset Management first reported a position in WSFS in Q3 2013 and held it in 16 quarters. The position peaked at $2.3M in Q1 2015. 142 funds tracked by Wall St. Rank hold WSFS as of Q3 2017.

Panagora Asset Management reported no remaining WSFS Financial position as of Q3 2017 after selling out during the quarter.
Panagora Asset Management sold 2,306 WSFS Financial shares in Q3 2017, an estimated $104K.
Panagora Asset Management first reported a position in WSFS Financial in Q3 2013 and held it in 16 quarters.
Panagora Asset Management's WSFS Financial position peaked at $2.3M in Q1 2015.
142 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2017.

Based on Panagora Asset Management's 13F filing for Q3 2017, filed 14 Nov 2017.