ZIM
WSFS icon

Zacks Investment Management’s WSFS Financial WSFS Stock Holding History

Zacks Investment 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
2014
Q2 		– Sell
-11,109
Closed -$264K – 765
2014
Q1 		$264K Sell
11,109
-2,328
-17% -$56K 0.01% 562
2013
Q4 		$347K Buy
+13,437
New +$314K 0.01% 508

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Zacks Investment Management's WSFS Position: Q2 2014 in Review

Zacks Investment Management sold out of WSFS Financial (WSFS) in Q2 2014, closing a stake of 11,109 shares — an estimated $264K sold.

Zacks Investment Management first reported a position in WSFS in Q4 2013 and held it in 2 quarters. The position peaked at $347K in Q4 2013. 117 funds tracked by Wall St. Rank hold WSFS as of Q2 2014.

  • Zacks Investment Management reported no remaining WSFS Financial position as of Q2 2014 after selling out during the quarter.
  • Zacks Investment Management sold 11,109 WSFS Financial shares in Q2 2014, an estimated $264K.
  • Zacks Investment Management first reported a position in WSFS Financial in Q4 2013 and held it in 2 quarters.
  • Zacks Investment Management's WSFS Financial position peaked at $347K in Q4 2013.
  • 117 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2014.

Based on Zacks Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.