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Princeton Alpha Management’s WSFS Financial WSFS Stock Holding History

Princeton Alpha 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
2015
Q1 		– Sell
-11,601
Closed -$297K – 911
2014
Q4 		$297K Buy
11,601
+966
+9% +$24.4K 0.08% 440
2014
Q3 		$254K Buy
+10,635
New +$257K 0.06% 486

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Princeton Alpha Management's WSFS Position: Q1 2015 in Review

Princeton Alpha Management sold out of WSFS Financial (WSFS) in Q1 2015, closing a stake of 11,601 shares — an estimated $297K sold.

Princeton Alpha Management first reported a position in WSFS in Q3 2014 and held it in 2 quarters. The position peaked at $297K in Q4 2014. 117 funds tracked by Wall St. Rank hold WSFS as of Q1 2015.

  • Princeton Alpha Management reported no remaining WSFS Financial position as of Q1 2015 after selling out during the quarter.
  • Princeton Alpha Management sold 11,601 WSFS Financial shares in Q1 2015, an estimated $297K.
  • Princeton Alpha Management first reported a position in WSFS Financial in Q3 2014 and held it in 2 quarters.
  • Princeton Alpha Management's WSFS Financial position peaked at $297K in Q4 2014.
  • 117 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2015.

Based on Princeton Alpha Management's 13F filing for Q1 2015, filed 8 May 2015.