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AMP Capital Investors’s WEX WEX Stock Holding History

AMP Capital Investors’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
2019
Q1 		– Sell
-3,700
Closed -$510K – 1208
2018
Q4 		$510K Buy
3,700
+1,000
+37% +$165K ﹤0.01% 949
2018
Q3 		$537K Hold
2,700
– – ﹤0.01% 984
2018
Q2 		$514K Buy
+2,700
New +$471K ﹤0.01% 991
2013
Q3 		– Sell
-3,854
Closed -$299K – 1304
2013
Q2 		$299K Buy
+3,854
New +$286K ﹤0.01% 1198

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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 $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AMP Capital Investors's WEX Position: Q1 2019 in Review

AMP Capital Investors sold out of WEX (WEX) in Q1 2019, closing a stake of 3,700 shares — an estimated $510K sold.

AMP Capital Investors first reported a position in WEX in Q2 2013 and held it in 4 quarters. The position peaked at $537K in Q3 2018. 339 funds tracked by Wall St. Rank hold WEX as of Q1 2019.

  • AMP Capital Investors reported no remaining WEX position as of Q1 2019 after selling out during the quarter.
  • AMP Capital Investors sold 3,700 WEX shares in Q1 2019, an estimated $510K.
  • AMP Capital Investors first reported a position in WEX in Q2 2013 and held it in 4 quarters.
  • AMP Capital Investors's WEX position peaked at $537K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held WEX as of Q1 2019.

Based on AMP Capital Investors's 13F filing for Q1 2019, filed 15 May 2019.