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TFS Capital’s WSFS Financial WSFS Stock Holding History

TFS Capital’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
Q1 		– Sell
-20,860
Closed -$967K – 866
2016
Q4 		$967K Sell
20,860
-1,702
-8% -$68.4K 0.26% 134
2016
Q3 		$823K Buy
22,562
+6,196
+38% +$223K 0.2% 168
2016
Q2 		$527K Buy
16,366
+3,420
+26% +$116K 0.1% 361
2016
Q1 		$421K Buy
+12,946
New +$391K 0.06% 510
2015
Q2 		– Sell
-33,645
Closed -$848K – 1096
2015
Q1 		$848K Buy
33,645
+1,605
+5% +$40.9K 0.08% 400
2014
Q4 		$821K Sell
32,040
-1,269
-4% -$32K 0.08% 421
2014
Q3 		$795K Sell
33,309
-33,438
-50% -$808K 0.07% 451
2014
Q2 		$1.64M Buy
+66,747
New +$1.55M 0.13% 240
2014
Q1 		– Sell
-59,802
Closed -$1.54M – 1600
2013
Q4 		$1.54M Buy
59,802
+35,385
+145% +$826K 0.07% 396
2013
Q3 		$490K Sell
24,417
-12,552
-34% -$251K 0.02% 882
2013
Q2 		$646K Buy
+36,969
New +$614K 0.03% 805

Other funds holding WSFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFS Capital's WSFS Position: Q1 2017 in Review

TFS Capital sold out of WSFS Financial (WSFS) in Q1 2017, closing a stake of 20,860 shares — an estimated $967K sold.

TFS Capital first reported a position in WSFS in Q2 2013 and held it in 11 quarters. The position peaked at $1.64M in Q2 2014. 146 funds tracked by Wall St. Rank hold WSFS as of Q1 2017.

  • TFS Capital reported no remaining WSFS Financial position as of Q1 2017 after selling out during the quarter.
  • TFS Capital sold 20,860 WSFS Financial shares in Q1 2017, an estimated $967K.
  • TFS Capital first reported a position in WSFS Financial in Q2 2013 and held it in 11 quarters.
  • TFS Capital's WSFS Financial position peaked at $1.64M in Q2 2014.
  • 146 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2017.

Based on TFS Capital's 13F filing for Q1 2017, filed 5 May 2017.