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Stoneridge Investment Partners’s WSFS Financial WSFS Stock Holding History

Stoneridge Investment Partners’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
2016
Q3 		– Sell
-6,556
Closed -$211K – 321
2016
Q2 		$211K Buy
+6,556
New +$223K 0.03% 254

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Dimensional Fund Advisors
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Renaissance Technologies
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stoneridge Investment Partners's WSFS Position: Q3 2016 in Review

Stoneridge Investment Partners sold out of WSFS Financial (WSFS) in Q3 2016, closing a stake of 6,556 shares — an estimated $211K sold.

Stoneridge Investment Partners first reported a position in WSFS in Q2 2016 and held it in 1 quarter. The position peaked at $211K in Q2 2016. 138 funds tracked by Wall St. Rank hold WSFS as of Q3 2016.

  • Stoneridge Investment Partners reported no remaining WSFS Financial position as of Q3 2016 after selling out during the quarter.
  • Stoneridge Investment Partners sold 6,556 WSFS Financial shares in Q3 2016, an estimated $211K.
  • Stoneridge Investment Partners first reported a position in WSFS Financial in Q2 2016 and held it in 1 quarter.
  • Stoneridge Investment Partners's WSFS Financial position peaked at $211K in Q2 2016.
  • 138 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2016.

Based on Stoneridge Investment Partners's 13F filing for Q3 2016, filed 28 Oct 2016.