SCA
WSFS icon

Secor Capital Advisors’s WSFS Financial WSFS Stock Holding History

Secor 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
2019
Q1 		– Sell
-14,127
Closed -$536K – 593
2018
Q4 		$536K Buy
14,127
+8,731
+162% +$368K 0.07% 307
2018
Q3 		$254K Buy
+5,396
New +$278K 0.03% 383
2016
Q2 		– Sell
-6,147
Closed -$200K – 726
2016
Q1 		$200K Buy
+6,147
New +$186K 0.03% 546
2015
Q3 		– Sell
-7,952
Closed -$217K – 621
2015
Q2 		$217K Sell
7,952
-1,963
-20% -$49.9K 0.08% 359
2015
Q1 		$250K Sell
9,915
-2,631
-21% -$67.1K 0.1% 352
2014
Q4 		$322K Sell
12,546
-4,296
-26% -$108K 0.13% 257
2014
Q3 		$402K Buy
+16,842
New +$407K 0.23% 163

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Secor Capital Advisors's WSFS Position: Q1 2019 in Review

Secor Capital Advisors sold out of WSFS Financial (WSFS) in Q1 2019, closing a stake of 14,127 shares — an estimated $536K sold.

Secor Capital Advisors first reported a position in WSFS in Q3 2014 and held it in 7 quarters. The position peaked at $536K in Q4 2018. 190 funds tracked by Wall St. Rank hold WSFS as of Q1 2019.

  • Secor Capital Advisors reported no remaining WSFS Financial position as of Q1 2019 after selling out during the quarter.
  • Secor Capital Advisors sold 14,127 WSFS Financial shares in Q1 2019, an estimated $536K.
  • Secor Capital Advisors first reported a position in WSFS Financial in Q3 2014 and held it in 7 quarters.
  • Secor Capital Advisors's WSFS Financial position peaked at $536K in Q4 2018.
  • 190 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2019.

Based on Secor Capital Advisors's 13F filing for Q1 2019, filed 15 May 2019.