Roble Belko & Company’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-403
Closed -$19K 370
2016
Q4
$19K Buy
+403
New +$16.2K 0.01% 154

Other funds holding WSFS

Roble Belko & Company's WSFS Position: Q1 2017 in Review

Roble Belko & Company sold out of WSFS Financial (WSFS) in Q1 2017, closing a stake of 403 shares — an estimated $19K sold.

Roble Belko & Company first reported a position in WSFS in Q4 2016 and held it in 1 quarter. The position peaked at $19K in Q4 2016. 146 funds tracked by Wall St. Rank hold WSFS as of Q1 2017.

  • Roble Belko & Company reported no remaining WSFS Financial position as of Q1 2017 after selling out during the quarter.
  • Roble Belko & Company sold 403 WSFS Financial shares in Q1 2017, an estimated $19K.
  • Roble Belko & Company first reported a position in WSFS Financial in Q4 2016 and held it in 1 quarter.
  • Roble Belko & Company's WSFS Financial position peaked at $19K in Q4 2016.
  • 146 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2017.

Based on Roble Belko & Company's 13F filing for Q1 2017, filed 12 May 2017.