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Boston Private Bank & Trust’s WEX WEX Stock Holding History

Boston Private Bank & Trust’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 		$9K Hold
85
– – ﹤0.01% 842
2014
Q4 		$8K Hold
85
– – ﹤0.01% 895
2014
Q3 		$9K Hold
85
– – ﹤0.01% 884
2014
Q2 		$9K Hold
85
– – ﹤0.01% 838
2014
Q1 		$8K Hold
85
– – ﹤0.01% 882
2013
Q4 		$8K Sell
85
-5
-6% -$470 ﹤0.01% 875
2013
Q3 		$8K Buy
90
+75
+500% +$6.34K ﹤0.01% 833
2013
Q2 		$1K Buy
+15
New +$1.11K ﹤0.01% 932

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Boston Private Bank & Trust's WEX Position: Q1 2015 in Review

Boston Private Bank & Trust held its WEX (WEX) position steady in Q1 2015 at 85 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Boston Private Bank & Trust first reported a position in WEX in Q2 2013 and has held it in 8 quarters since. 227 funds tracked by Wall St. Rank hold WEX as of Q1 2015.

  • Boston Private Bank & Trust held 85 shares of WEX worth $9K as of Q1 2015.
  • Boston Private Bank & Trust left its WEX share count unchanged in Q1 2015.
  • WEX made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #842 holding.
  • Boston Private Bank & Trust first reported a position in WEX in Q2 2013 and has held it in 8 quarters since.
  • 227 funds tracked by Wall St. Rank held WEX as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.