QI
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QS Investors’s WSFS Financial WSFS Stock Holding History

QS Investors’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
2019
Q3 		– Sell
-33,675
Closed -$1.39M – 1659
2019
Q2 		$1.39M Sell
33,675
-609
-2% -$25.2K 0.02% 702
2019
Q1 		$1.32M Sell
34,284
-228
-0.7% -$9.48K 0.01% 739
2018
Q4 		$1.31M Hold
34,512
– – 0.02% 695
2018
Q3 		$1.63M Buy
34,512
+34,475
+93,176% +$1.77M 0.02% 678
2018
Q2 		$2K Hold
37
– – ﹤0.01% 1699
2018
Q1 		$2K Hold
37
– – ﹤0.01% 1699
2017
Q4 		$2K Sell
37
-31,226
-100% -$1.54M ﹤0.01% 1707
2017
Q3 		$1.52M Sell
31,263
-25,156
-45% -$1.13M 0.01% 698
2017
Q2 		$2.56M Sell
56,419
-1,418
-2% -$64.8K 0.02% 516
2017
Q1 		$2.66M Sell
57,837
-1,590
-3% -$72.2K 0.02% 517
2016
Q4 		$2.75M Sell
59,427
-14,079
-19% -$566K 0.02% 524
2016
Q3 		$2.68M Hold
73,506
– – 0.02% 579
2016
Q2 		$2.37M Sell
73,506
-3,343
-4% -$114K 0.02% 603
2016
Q1 		$2.5M Sell
76,849
-604
-0.8% -$18.3K 0.02% 596
2015
Q4 		$2.51M Sell
77,453
-1,822
-2% -$58.2K 0.02% 600
2015
Q3 		$2.28M Hold
79,275
– – 0.02% 582
2015
Q2 		$2.17M Hold
79,275
– – 0.03% 600
2015
Q1 		$2M Hold
79,275
– – 0.02% 597
2014
Q4 		$2.03M Buy
+79,275
New +$2M 0.02% 583

Other funds holding WSFS

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

QS Investors's WSFS Position: Q3 2019 in Review

QS Investors sold out of WSFS Financial (WSFS) in Q3 2019, closing a stake of 33,675 shares — an estimated $1.39M sold.

QS Investors first reported a position in WSFS in Q4 2014 and held it in 19 quarters. The position peaked at $2.75M in Q4 2016. 165 funds tracked by Wall St. Rank hold WSFS as of Q3 2019.

  • QS Investors reported no remaining WSFS Financial position as of Q3 2019 after selling out during the quarter.
  • QS Investors sold 33,675 WSFS Financial shares in Q3 2019, an estimated $1.39M.
  • QS Investors first reported a position in WSFS Financial in Q4 2014 and held it in 19 quarters.
  • QS Investors's WSFS Financial position peaked at $2.75M in Q4 2016.
  • 165 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2019.

Based on QS Investors's 13F filing for Q3 2019, filed 14 Nov 2019.