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Wilbanks Smith & Thomas Asset Management’s WSFS Financial WSFS Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-35
Closed -$2K – 1313
2018
Q3 		$2K Buy
+35
New +$1.8K ﹤0.01% 1445

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Wilbanks Smith & Thomas Asset Management's WSFS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of WSFS Financial (WSFS) in Q4 2018, closing a stake of 35 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in WSFS in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 150 funds tracked by Wall St. Rank hold WSFS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining WSFS Financial position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 35 WSFS Financial shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in WSFS Financial in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's WSFS Financial position peaked at $2K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.