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Azimuth Capital Management’s WEX WEX Stock Holding History

Azimuth 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
2015
Q3 		– Sell
-20,138
Closed -$2.29M – 289
2015
Q2 		$2.29M Sell
20,138
-580
-3% -$65.8K 0.22% 143
2015
Q1 		$2.22M Sell
20,718
-1,685
-8% -$170K 0.22% 147
2014
Q4 		$2.22M Sell
22,403
-16,506
-42% -$1.76M 0.23% 135
2014
Q3 		$4.29M Buy
38,909
+1,035
+3% +$114K 0.47% 74
2014
Q2 		$3.98M Buy
37,874
+16,634
+78% +$1.59M 0.44% 84
2014
Q1 		$2.02M Buy
21,240
+630
+3% +$57.7K 0.24% 125
2013
Q4 		$2.04M Buy
20,610
+2,375
+13% +$223K 0.24% 127
2013
Q3 		$1.6M Buy
+18,235
New +$1.54M 0.22% 136

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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 $150B AUM 40.08% 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 $717B AUM 35.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Azimuth Capital Management's WEX Position: Q3 2015 in Review

Azimuth Capital Management sold out of WEX (WEX) in Q3 2015, closing a stake of 20,138 shares — an estimated $2.29M sold.

Azimuth Capital Management first reported a position in WEX in Q3 2013 and held it in 8 quarters. The position peaked at $4.29M in Q3 2014. 224 funds tracked by Wall St. Rank hold WEX as of Q3 2015.

  • Azimuth Capital Management reported no remaining WEX position as of Q3 2015 after selling out during the quarter.
  • Azimuth Capital Management sold 20,138 WEX shares in Q3 2015, an estimated $2.29M.
  • Azimuth Capital Management first reported a position in WEX in Q3 2013 and held it in 8 quarters.
  • Azimuth Capital Management's WEX position peaked at $4.29M in Q3 2014.
  • 224 funds tracked by Wall St. Rank held WEX as of Q3 2015.

Based on Azimuth Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.