VFA
WSFS icon

Virtus Fund Advisers’s WSFS Financial WSFS Stock Holding History

Virtus Fund Advisers’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
2014
Q3 		– Sell
-2,280
Closed -$56K – 1952
2014
Q2 		$56K Buy
+2,280
New +$52.9K ﹤0.01% 1785

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

Virtus Fund Advisers's WSFS Position: Q3 2014 in Review

Virtus Fund Advisers sold out of WSFS Financial (WSFS) in Q3 2014, closing a stake of 2,280 shares — an estimated $56K sold.

Virtus Fund Advisers first reported a position in WSFS in Q2 2014 and held it in 1 quarter. The position peaked at $56K in Q2 2014. 123 funds tracked by Wall St. Rank hold WSFS as of Q3 2014.

  • Virtus Fund Advisers reported no remaining WSFS Financial position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 2,280 WSFS Financial shares in Q3 2014, an estimated $56K.
  • Virtus Fund Advisers first reported a position in WSFS Financial in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's WSFS Financial position peaked at $56K in Q2 2014.
  • 123 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.