Suntrust Banks’s WSFS Financial WSFS Stock Holding History

Suntrust Banks’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
2018 Q4	–	Sell	-9,102	Closed	-$429K	–	1340
2018 Q3	$429K	Hold	9,102	–	–	﹤0.01%	970
2018 Q2	$485K	Hold	9,102	–	–	﹤0.01%	927
2018 Q1	$436K	Sell	9,102 -67,500	-88%	-$3.34M	﹤0.01%	939
2017 Q4	$3.67M	Sell	76,602 -31,354	-29%	-$1.55M	0.02%	336
2017 Q3	$5.26M	Hold	107,956	–	–	0.03%	298
2017 Q2	$4.9M	Sell	107,956 -8,000	-7%	-$366K	0.03%	303
2017 Q1	$5.33M	Hold	115,956	–	–	0.03%	270
2016 Q4	$5.37M	Sell	115,956 -4,404	-4%	-$177K	0.03%	277
2016 Q3	$4.39M	Sell	120,360 -662	-0.5%	-$23.9K	0.03%	307
2016 Q2	$3.9M	Sell	121,022 -2,768	-2%	-$94.1K	0.02%	327
2016 Q1	$4.03M	Sell	123,790 -3,375	-3%	-$102K	0.02%	304
2015 Q4	$4.12M	Buy	127,165 +4,159	+3%	+$133K	0.03%	292
2015 Q3	$3.54M	Buy	+123,006	New	+$3.46M	0.02%	300

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Suntrust Banks's WSFS Position: Q4 2018 in Review

Suntrust Banks sold out of WSFS Financial (WSFS) in Q4 2018, closing a stake of 9,102 shares — an estimated $429K sold.

Suntrust Banks first reported a position in WSFS in Q3 2015 and held it in 13 quarters. The position peaked at $5.37M in Q4 2016. 150 funds tracked by Wall St. Rank hold WSFS as of Q4 2018.

Suntrust Banks reported no remaining WSFS Financial position as of Q4 2018 after selling out during the quarter.
Suntrust Banks sold 9,102 WSFS Financial shares in Q4 2018, an estimated $429K.
Suntrust Banks first reported a position in WSFS Financial in Q3 2015 and held it in 13 quarters.
Suntrust Banks's WSFS Financial position peaked at $5.37M in Q4 2016.
150 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2018.

Based on Suntrust Banks's 13F filing for Q4 2018, filed 14 Feb 2019.