Quaker Capital Investments’s WSFS Financial WSFS Stock Holding History

Quaker Capital 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 Q2	–	Sell	-11,000	Closed	-$505K	–	24
2017 Q1	$505K	Sell	11,000 -5,000	-31%	-$227K	0.16%	20
2016 Q4	$742K	Sell	16,000 -9,500	-37%	-$382K	0.24%	21
2016 Q3	$930K	Hold	25,500	–	–	0.33%	17
2016 Q2	$821K	Sell	25,500 -6,500	-20%	-$221K	0.34%	17
2016 Q1	$1.04M	Hold	32,000	–	–	0.47%	18
2015 Q4	$1.04M	Sell	32,000 -2,000	-6%	-$63.9K	0.56%	16
2015 Q3	$980K	Buy	34,000 +7,000	+26%	+$197K	0.58%	15
2015 Q2	$738K	Sell	27,000 -15,000	-36%	-$381K	0.47%	21
2015 Q1	$1.06M	Hold	42,000	–	–	0.74%	16
2014 Q4	$1.08M	Buy	+42,000	New	+$1.06M	0.85%	14

Other funds holding WSFS

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quaker Capital Investments's WSFS Position: Q2 2017 in Review

Quaker Capital Investments sold out of WSFS Financial (WSFS) in Q2 2017, closing a stake of 11,000 shares — an estimated $505K sold.

Quaker Capital Investments first reported a position in WSFS in Q4 2014 and held it in 10 quarters. The position peaked at $1.08M in Q4 2014. 146 funds tracked by Wall St. Rank hold WSFS as of Q2 2017.

Quaker Capital Investments reported no remaining WSFS Financial position as of Q2 2017 after selling out during the quarter.
Quaker Capital Investments sold 11,000 WSFS Financial shares in Q2 2017, an estimated $505K.
Quaker Capital Investments first reported a position in WSFS Financial in Q4 2014 and held it in 10 quarters.
Quaker Capital Investments's WSFS Financial position peaked at $1.08M in Q4 2014.
146 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2017.

Based on Quaker Capital Investments's 13F filing for Q2 2017, filed 11 Aug 2017.