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Bellwether Investment Group’s WEX WEX Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-203
Closed -$21K – 614
2017
Q1 		$21K Buy
203
+2
+1% +$222 0.06% 300
2016
Q4 		$22K Buy
+201
New +$21.7K 0.02% 430

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bellwether Investment Group's WEX Position: Q2 2017 in Review

Bellwether Investment Group sold out of WEX (WEX) in Q2 2017, closing a stake of 203 shares — an estimated $21K sold.

Bellwether Investment Group first reported a position in WEX in Q4 2016 and held it in 2 quarters. The position peaked at $22K in Q4 2016. 228 funds tracked by Wall St. Rank hold WEX as of Q2 2017.

  • Bellwether Investment Group reported no remaining WEX position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 203 WEX shares in Q2 2017, an estimated $21K.
  • Bellwether Investment Group first reported a position in WEX in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's WEX position peaked at $22K in Q4 2016.
  • 228 funds tracked by Wall St. Rank held WEX as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.