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B. Riley Wealth Advisors’s WEX WEX Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-88
Closed -$9K – 1976
2014
Q4 		$9K Buy
+88
New +$9.37K ﹤0.01% 2939
2014
Q3 		– Sell
-53
Closed -$5.56K – 1883
2014
Q2 		$5.56K Buy
+53
New +$5.06K ﹤0.01% 2002

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

B. Riley Wealth Advisors's WEX Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of WEX (WEX) in Q1 2015, closing a stake of 88 shares — an estimated $9K sold.

B. Riley Wealth Advisors first reported a position in WEX in Q2 2014 and held it in 2 quarters. The position peaked at $9K in Q4 2014. 227 funds tracked by Wall St. Rank hold WEX as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining WEX position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 88 WEX shares in Q1 2015, an estimated $9K.
  • B. Riley Wealth Advisors first reported a position in WEX in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's WEX position peaked at $9K in Q4 2014.
  • 227 funds tracked by Wall St. Rank held WEX as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.