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Simplicity Solutions’s WSFS Financial WSFS Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-59,925
Closed -$2.31M – 887
2019
Q1 		$2.31M Sell
59,925
-1
-0% -$42 0.14% 141
2018
Q4 		$2.27M Buy
59,926
+51,240
+590% +$2.16M 0.29% 88
2018
Q3 		$410K Buy
+8,686
New +$447K 0.02% 304

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Simplicity Solutions's WSFS Position: Q2 2019 in Review

Simplicity Solutions sold out of WSFS Financial (WSFS) in Q2 2019, closing a stake of 59,925 shares — an estimated $2.31M sold.

Simplicity Solutions first reported a position in WSFS in Q3 2018 and held it in 3 quarters. The position peaked at $2.31M in Q1 2019. 175 funds tracked by Wall St. Rank hold WSFS as of Q2 2019.

  • Simplicity Solutions reported no remaining WSFS Financial position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 59,925 WSFS Financial shares in Q2 2019, an estimated $2.31M.
  • Simplicity Solutions first reported a position in WSFS Financial in Q3 2018 and held it in 3 quarters.
  • Simplicity Solutions's WSFS Financial position peaked at $2.31M in Q1 2019.
  • 175 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.