William Blair & Company’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-735,340
| Closed | -$20.1M | – | 1540 |
|
|
2015
Q2 | $20.1M | Buy |
735,340
+41,824
| +6% | +$1.14M | 0.03% | 644 |
|
|
2015
Q1 | $17.5M | Buy |
693,516
+10,767
| +2% | +$271K | 0.03% | 651 |
|
|
2014
Q4 | $17.5M | Buy |
682,749
+30,138
| +5% | +$772K | 0.03% | 640 |
|
|
2014
Q3 | $15.6M | Buy |
652,611
+15,096
| +2% | +$360K | 0.03% | 678 |
|
|
2014
Q2 | $15.7M | Sell |
637,515
-35,835
| -5% | -$880K | 0.03% | 673 |
|
|
2014
Q1 | $16M | Buy |
673,350
+95,214
| +16% | +$2.27M | 0.03% | 650 |
|
|
2013
Q4 | $14.9M | Buy |
578,136
+58,665
| +11% | +$1.52M | 0.02% | 651 |
|
|
2013
Q3 | $10.4M | Buy |
+519,471
| New | +$10.4M | 0.02% | 717 |
|