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PL Capital Advisors’s WSFS Financial WSFS Stock Holding History

PL Capital 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
2016
Q2 		– Sell
-198,907
Closed -$6.47M – 37
2016
Q1 		$6.47M Sell
198,907
-14,022
-7% -$424K 2.17% 13
2015
Q4 		$6.89M Buy
+212,929
New +$6.8M 2.38% 11

Other funds holding WSFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PL Capital Advisors's WSFS Position: Q2 2016 in Review

PL Capital Advisors sold out of WSFS Financial (WSFS) in Q2 2016, closing a stake of 198,907 shares — an estimated $6.47M sold.

PL Capital Advisors first reported a position in WSFS in Q4 2015 and held it in 2 quarters. The position peaked at $6.89M in Q4 2015. 135 funds tracked by Wall St. Rank hold WSFS as of Q2 2016.

  • PL Capital Advisors reported no remaining WSFS Financial position as of Q2 2016 after selling out during the quarter.
  • PL Capital Advisors sold 198,907 WSFS Financial shares in Q2 2016, an estimated $6.47M.
  • PL Capital Advisors first reported a position in WSFS Financial in Q4 2015 and held it in 2 quarters.
  • PL Capital Advisors's WSFS Financial position peaked at $6.89M in Q4 2015.
  • 135 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2016.

Based on PL Capital Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.