TWI
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Thomas White International’s WSFS Financial WSFS Stock Holding History

Thomas White International’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
2015
Q1 		– Sell
-510
Closed -$13K – 379
2014
Q4 		$13K Hold
510
– – ﹤0.01% 286
2014
Q3 		$12K Hold
510
– – ﹤0.01% 281
2014
Q2 		$13K Hold
510
– – ﹤0.01% 292
2014
Q1 		$12K Hold
510
– – ﹤0.01% 285
2013
Q4 		$13K Hold
510
– – ﹤0.01% 295
2013
Q3 		$10K Buy
510
+150
+42% +$3K ﹤0.01% 315
2013
Q2 		$6K Buy
+360
New +$5.98K ﹤0.01% 328

Other funds holding WSFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Thomas White International's WSFS Position: Q1 2015 in Review

Thomas White International sold out of WSFS Financial (WSFS) in Q1 2015, closing a stake of 510 shares — an estimated $13K sold.

Thomas White International first reported a position in WSFS in Q2 2013 and held it in 7 quarters. The position peaked at $13K in Q4 2014. 117 funds tracked by Wall St. Rank hold WSFS as of Q1 2015.

  • Thomas White International reported no remaining WSFS Financial position as of Q1 2015 after selling out during the quarter.
  • Thomas White International sold 510 WSFS Financial shares in Q1 2015, an estimated $13K.
  • Thomas White International first reported a position in WSFS Financial in Q2 2013 and held it in 7 quarters.
  • Thomas White International's WSFS Financial position peaked at $13K in Q4 2014.
  • 117 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2015.

Based on Thomas White International's 13F filing for Q1 2015, filed 8 May 2015.