Piermont Capital Management’s WSFS Financial WSFS Stock Holding History

Piermont Capital 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
2018 Q4	$1.96M	Buy	+51,695	New	+$2.18M	0.93%	60
2015 Q3	–	Sell	-90,508	Closed	-$2.48M	–	256
2015 Q2	$2.48M	Buy	90,508 +2,860	+3%	+$72.7K	0.75%	72
2015 Q1	$2.21M	Buy	87,648 +1,710	+2%	+$43.6K	0.67%	80
2014 Q4	$2.2M	Buy	85,938 +1,290	+2%	+$32.6K	0.78%	74
2014 Q3	$2.02M	Sell	84,648 -720	-0.8%	-$17.4K	0.78%	72
2014 Q2	$2.1M	Buy	85,368 +14,628	+21%	+$340K	0.82%	75
2014 Q1	$1.68M	Buy	70,740 +510	+0.7%	+$12.3K	0.81%	74
2013 Q4	$1.81M	Buy	+70,230	New	+$1.64M	0.91%	54

Other funds holding WSFS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Renaissance Technologies

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

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

Manulife (Manufacturers Life Insurance)

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return