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R&F Capital Advisors’s WSFS Financial WSFS Stock Holding History

R&F 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
2017
Q1 		$200K Buy
+4,345
New +$197K 0.05% 564

Other funds holding WSFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

R&F Capital Advisors's WSFS Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in WSFS Financial (WSFS) in Q1 2017: 4,345 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #564 among its holdings.

146 funds tracked by Wall St. Rank hold WSFS as of Q1 2017.

  • R&F Capital Advisors held 4,345 shares of WSFS Financial worth $200K as of Q1 2017.
  • WSFS Financial was a new R&F Capital Advisors position in Q1 2017.
  • WSFS Financial made up 0.05% of R&F Capital Advisors's portfolio in Q1 2017, its #564 holding.
  • 146 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.