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Sentinel Asset Management’s WSFS Financial WSFS Stock Holding History

Sentinel Asset Management’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
Q4 		– Sell
-318,875
Closed -$15.5M – 144
2017
Q3 		$15.5M Buy
318,875
+3,400
+1% +$153K 0.37% 96
2017
Q2 		$14.3M Buy
+315,475
New +$14.4M 0.35% 104

Other funds holding WSFS

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Sentinel Asset Management's WSFS Position: Q4 2017 in Review

Sentinel Asset Management sold out of WSFS Financial (WSFS) in Q4 2017, closing a stake of 318,875 shares — an estimated $15.5M sold.

Sentinel Asset Management first reported a position in WSFS in Q2 2017 and held it in 2 quarters. The position peaked at $15.5M in Q3 2017. 146 funds tracked by Wall St. Rank hold WSFS as of Q4 2017.

  • Sentinel Asset Management reported no remaining WSFS Financial position as of Q4 2017 after selling out during the quarter.
  • Sentinel Asset Management sold 318,875 WSFS Financial shares in Q4 2017, an estimated $15.5M.
  • Sentinel Asset Management first reported a position in WSFS Financial in Q2 2017 and held it in 2 quarters.
  • Sentinel Asset Management's WSFS Financial position peaked at $15.5M in Q3 2017.
  • 146 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2017.

Based on Sentinel Asset Management's 13F filing for Q4 2017, filed 14 Feb 2018.