AIM
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Advantage Investment Management’s WEX WEX Stock Holding History

Advantage Investment Management’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-76
Closed -$9K – 908
2015
Q2 		$9K Buy
76
+8
+12% +$908 ﹤0.01% 619
2015
Q1 		$7K Buy
+68
New +$6.86K ﹤0.01% 652

Other funds holding WEX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Advantage Investment Management's WEX Position: Q3 2015 in Review

Advantage Investment Management sold out of WEX (WEX) in Q3 2015, closing a stake of 76 shares — an estimated $9K sold.

Advantage Investment Management first reported a position in WEX in Q1 2015 and held it in 2 quarters. The position peaked at $9K in Q2 2015. 224 funds tracked by Wall St. Rank hold WEX as of Q3 2015.

  • Advantage Investment Management reported no remaining WEX position as of Q3 2015 after selling out during the quarter.
  • Advantage Investment Management sold 76 WEX shares in Q3 2015, an estimated $9K.
  • Advantage Investment Management first reported a position in WEX in Q1 2015 and held it in 2 quarters.
  • Advantage Investment Management's WEX position peaked at $9K in Q2 2015.
  • 224 funds tracked by Wall St. Rank held WEX as of Q3 2015.

Based on Advantage Investment Management's 13F filing for Q3 2015, filed 27 Mar 2017.