BTS
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BB&T Securities’s WEX WEX Stock Holding History

BB&T Securities’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
Q3 		$660K Buy
3,312
+65
+2% +$13.5K 0.01% 982
2019
Q2 		$675K Buy
3,247
+67
+2% +$13.5K 0.01% 977
2019
Q1 		$610K Buy
3,180
+885
+39% +$150K 0.01% 991
2018
Q4 		$321K Buy
2,295
+300
+15% +$49.4K ﹤0.01% 1167
2018
Q3 		$400K Buy
+1,995
New +$383K ﹤0.01% 1192
2017
Q3 		– Sell
-2,345
Closed -$244K – 1461
2017
Q2 		$244K Buy
+2,345
New +$241K ﹤0.01% 1224

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return