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Whitebox Advisors’s WSFS Financial WSFS Stock Holding History

Whitebox Advisors’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
2013
Q3 		– Sell
-25,701
Closed -$449K – 414
2013
Q2 		$449K Buy
+25,701
New +$427K 0.02% 299

Other funds holding WSFS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMT
First Mercantile Trust Cordova, Tennessee $755M AUM 28.15% 1-Year Est. Return

Whitebox Advisors's WSFS Position: Q3 2013 in Review

Whitebox Advisors sold out of WSFS Financial (WSFS) in Q3 2013, closing a stake of 25,701 shares — an estimated $449K sold.

Whitebox Advisors first reported a position in WSFS in Q2 2013 and held it in 1 quarter. The position peaked at $449K in Q2 2013. 104 funds tracked by Wall St. Rank hold WSFS as of Q3 2013.

  • Whitebox Advisors reported no remaining WSFS Financial position as of Q3 2013 after selling out during the quarter.
  • Whitebox Advisors sold 25,701 WSFS Financial shares in Q3 2013, an estimated $449K.
  • Whitebox Advisors first reported a position in WSFS Financial in Q2 2013 and held it in 1 quarter.
  • Whitebox Advisors's WSFS Financial position peaked at $449K in Q2 2013.
  • 104 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2013.

Based on Whitebox Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.