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Armbruster Capital Management’s WEX WEX Stock Holding History

Armbruster Capital 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
2018
Q1 		– Sell
-24
Closed -$3K – 275
2017
Q4 		$3K Hold
24
– – ﹤0.01% 250
2017
Q3 		$3K Hold
24
– – ﹤0.01% 239
2017
Q2 		$3K Hold
24
– – ﹤0.01% 256
2017
Q1 		$2K Hold
24
– – ﹤0.01% 266
2016
Q4 		$3K Buy
+24
New +$2.6K ﹤0.01% 275

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BlackRock
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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Armbruster Capital Management's WEX Position: Q1 2018 in Review

Armbruster Capital Management sold out of WEX (WEX) in Q1 2018, closing a stake of 24 shares — an estimated $3K sold.

Armbruster Capital Management first reported a position in WEX in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q4 2017. 279 funds tracked by Wall St. Rank hold WEX as of Q1 2018.

  • Armbruster Capital Management reported no remaining WEX position as of Q1 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 24 WEX shares in Q1 2018, an estimated $3K.
  • Armbruster Capital Management first reported a position in WEX in Q4 2016 and held it in 5 quarters.
  • Armbruster Capital Management's WEX position peaked at $3K in Q4 2017.
  • 279 funds tracked by Wall St. Rank held WEX as of Q1 2018.

Based on Armbruster Capital Management's 13F filing for Q1 2018, filed 18 Apr 2018.