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Stevens Capital Management’s WSFS Financial WSFS Stock Holding History

Stevens Capital 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
Q3 		– Sell
-8,644
Closed -$392K – 1112
2017
Q2 		$392K Buy
+8,644
New +$395K 0.01% 625
2016
Q4 		– Sell
-6,093
Closed -$222K – 1144
2016
Q3 		$222K Buy
+6,093
New +$220K 0.01% 787

Other funds holding WSFS

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Stevens Capital Management's WSFS Position: Q3 2017 in Review

Stevens Capital Management sold out of WSFS Financial (WSFS) in Q3 2017, closing a stake of 8,644 shares — an estimated $392K sold.

Stevens Capital Management first reported a position in WSFS in Q3 2016 and held it in 2 quarters. The position peaked at $392K in Q2 2017. 142 funds tracked by Wall St. Rank hold WSFS as of Q3 2017.

  • Stevens Capital Management reported no remaining WSFS Financial position as of Q3 2017 after selling out during the quarter.
  • Stevens Capital Management sold 8,644 WSFS Financial shares in Q3 2017, an estimated $392K.
  • Stevens Capital Management first reported a position in WSFS Financial in Q3 2016 and held it in 2 quarters.
  • Stevens Capital Management's WSFS Financial position peaked at $392K in Q2 2017.
  • 142 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2017.

Based on Stevens Capital Management's 13F filing for Q3 2017, filed 1 Nov 2017.