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Rational Advisors’s WSFS Financial WSFS Stock Holding History

Rational 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
2016
Q2 		– Sell
-5,125
Closed -$167K – 274
2016
Q1 		$167K Buy
+5,125
New +$155K 0.11% 156
2013
Q4 		– Sell
-41,400
Closed -$831K – 882
2013
Q3 		$831K Sell
41,400
-4,500
-10% -$90.1K 0.06% 339
2013
Q2 		$802K Buy
+45,900
New +$762K 0.07% 341

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rational Advisors's WSFS Position: Q2 2016 in Review

Rational Advisors sold out of WSFS Financial (WSFS) in Q2 2016, closing a stake of 5,125 shares — an estimated $167K sold.

Rational Advisors first reported a position in WSFS in Q2 2013 and held it in 3 quarters. The position peaked at $831K in Q3 2013. 135 funds tracked by Wall St. Rank hold WSFS as of Q2 2016.

  • Rational Advisors reported no remaining WSFS Financial position as of Q2 2016 after selling out during the quarter.
  • Rational Advisors sold 5,125 WSFS Financial shares in Q2 2016, an estimated $167K.
  • Rational Advisors first reported a position in WSFS Financial in Q2 2013 and held it in 3 quarters.
  • Rational Advisors's WSFS Financial position peaked at $831K in Q3 2013.
  • 135 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.