PDT Partners’s WSFS Financial WSFS Stock Holding History

PDT 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
2017 Q3	–	Sell	-23,174	Closed	-$1.05M	–	576
2017 Q2	$1.05M	Sell	23,174 -300	-1%	-$13.7K	0.04%	332
2017 Q1	$1.08M	Buy	23,474 +4,900	+26%	+$223K	0.06%	313
2016 Q4	$861K	Hold	18,574	–	–	0.06%	347
2016 Q3	$678K	Buy	18,574 +5,000	+37%	+$180K	0.04%	346
2016 Q2	$437K	Hold	13,574	–	–	0.03%	341
2016 Q1	$441K	Hold	13,574	–	–	0.03%	426
2015 Q4	$439K	Sell	13,574 -30,748	-69%	-$982K	0.06%	286
2015 Q3	$1.28M	Buy	44,322 +12,784	+41%	+$360K	0.03%	640
2015 Q2	$863K	Buy	+31,538	New	+$801K	0.02%	785
2015 Q1	–	Sell	-10,305	Closed	-$264K	–	1442
2014 Q4	$264K	Sell	10,305 -7,752	-43%	-$196K	0.03%	537
2014 Q3	$431K	Buy	+18,057	New	+$437K	0.01%	985
2014 Q2	–	Sell	-17,940	Closed	-$427K	–	1667
2014 Q1	$427K	Buy	+17,940	New	+$432K	0.01%	1019

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

PDT Partners's WSFS Position: Q3 2017 in Review

PDT Partners sold out of WSFS Financial (WSFS) in Q3 2017, closing a stake of 23,174 shares — an estimated $1.05M sold.

PDT Partners first reported a position in WSFS in Q1 2014 and held it in 12 quarters. The position peaked at $1.28M in Q3 2015. 142 funds tracked by Wall St. Rank hold WSFS as of Q3 2017.

PDT Partners reported no remaining WSFS Financial position as of Q3 2017 after selling out during the quarter.
PDT Partners sold 23,174 WSFS Financial shares in Q3 2017, an estimated $1.05M.
PDT Partners first reported a position in WSFS Financial in Q1 2014 and held it in 12 quarters.
PDT Partners's WSFS Financial position peaked at $1.28M in Q3 2015.
142 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2017.

Based on PDT Partners's 13F filing for Q3 2017, filed 14 Nov 2017.