Putnam Investments’s WSFS Financial WSFS Stock Holding History

Putnam Investments’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
2017 Q4	–	Sell	-19,246	Closed	-$938K	–	1177
2017 Q3	$938K	Sell	19,246 -71,657	-79%	-$3.23M	﹤0.01%	921
2017 Q2	$4.12M	Buy	90,903 +7,200	+9%	+$329K	0.01%	573
2017 Q1	$3.85M	Sell	83,703 -11,800	-12%	-$536K	0.01%	698
2016 Q4	$4.43M	Buy	95,503 +1,200	+1%	+$48.2K	0.01%	619
2016 Q3	$3.44M	Sell	94,303 -25,800	-21%	-$930K	0.01%	687
2016 Q2	$3.87M	Hold	120,103	–	–	0.01%	740
2016 Q1	$3.91M	Sell	120,103 -11,700	-9%	-$354K	0.01%	742
2015 Q4	$4.26M	Sell	131,803 -102,097	-44%	-$3.26M	0.01%	719
2015 Q3	$6.74M	Hold	233,900	–	–	0.02%	566
2015 Q2	$6.4M	Buy	+233,900	New	+$5.94M	0.01%	625

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Putnam Investments's WSFS Position: Q4 2017 in Review

Putnam Investments sold out of WSFS Financial (WSFS) in Q4 2017, closing a stake of 19,246 shares — an estimated $938K sold.

Putnam Investments first reported a position in WSFS in Q2 2015 and held it in 10 quarters. The position peaked at $6.74M in Q3 2015. 146 funds tracked by Wall St. Rank hold WSFS as of Q4 2017.

Putnam Investments reported no remaining WSFS Financial position as of Q4 2017 after selling out during the quarter.
Putnam Investments sold 19,246 WSFS Financial shares in Q4 2017, an estimated $938K.
Putnam Investments first reported a position in WSFS Financial in Q2 2015 and held it in 10 quarters.
Putnam Investments's WSFS Financial position peaked at $6.74M in Q3 2015.
146 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2017.

Based on Putnam Investments's 13F filing for Q4 2017, filed 14 Feb 2018.