WCM
WSFS icon

Wealthcare Capital Management’s WSFS Financial WSFS Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-15
Closed – – 864
2015
Q1 		$0 Buy
+15
New +$383 ﹤0.01% 1018

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthcare Capital Management's WSFS Position: Q2 2015 in Review

Wealthcare Capital Management sold out of WSFS Financial (WSFS) in Q2 2015, closing a stake of 15 shares.

Wealthcare Capital Management first reported a position in WSFS in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 119 funds tracked by Wall St. Rank hold WSFS as of Q2 2015.

  • Wealthcare Capital Management reported no remaining WSFS Financial position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 15 WSFS Financial shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in WSFS Financial in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's WSFS Financial position peaked at $0 in Q1 2015.
  • 119 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.