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Piedmont Investment Advisors’s WSFS Financial WSFS Stock Holding History

Piedmont Investment Advisors’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
2018
Q3 		– Sell
-524
Closed -$28K – 2295
2018
Q2 		$28K Buy
+524
New +$27.2K ﹤0.01% 1482

Other funds holding WSFS

BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Piedmont Investment Advisors's WSFS Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of WSFS Financial (WSFS) in Q3 2018, closing a stake of 524 shares — an estimated $28K sold.

Piedmont Investment Advisors first reported a position in WSFS in Q2 2018 and held it in 1 quarter. The position peaked at $28K in Q2 2018. 160 funds tracked by Wall St. Rank hold WSFS as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining WSFS Financial position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 524 WSFS Financial shares in Q3 2018, an estimated $28K.
  • Piedmont Investment Advisors first reported a position in WSFS Financial in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's WSFS Financial position peaked at $28K in Q2 2018.
  • 160 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.