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 $6.73T AUM 46.02% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Piermont Capital Management's WSFS Position: Q4 2018 in Review

Piermont Capital Management opened a new position in WSFS Financial (WSFS) in Q4 2018: 51,695 shares worth $1.96M. The stake represents 0.93% of the portfolio and ranks #60 among its holdings. This is a return to the name: Piermont Capital Management previously reported a position in WSFS as recently as Q2 2015.

Piermont Capital Management first reported a position in WSFS in Q4 2013 and has held it in 8 quarters since. The position peaked at $2.48M in Q2 2015. 150 funds tracked by Wall St. Rank hold WSFS as of Q4 2018.

Piermont Capital Management held 51,695 shares of WSFS Financial worth $1.96M as of Q4 2018.
WSFS Financial was a new Piermont Capital Management position in Q4 2018.
WSFS Financial made up 0.93% of Piermont Capital Management's portfolio in Q4 2018, its #60 holding.
Piermont Capital Management first reported a position in WSFS Financial in Q4 2013 and has held it in 8 quarters since.
Piermont Capital Management's WSFS Financial position peaked at $2.48M in Q2 2015.
150 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.