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Calvert Investment Management’s WEX WEX Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-2,074
Closed -$231K – 612
2016
Q4 		$231K Sell
2,074
-126
-6% -$13.6K 0.01% 742
2016
Q3 		$238K Buy
+2,200
New +$215K 0.01% 723

Other funds holding WEX

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Calvert Investment Management's WEX Position: Q1 2017 in Review

Calvert Investment Management sold out of WEX (WEX) in Q1 2017, closing a stake of 2,074 shares — an estimated $231K sold.

Calvert Investment Management first reported a position in WEX in Q3 2016 and held it in 2 quarters. The position peaked at $238K in Q3 2016. 240 funds tracked by Wall St. Rank hold WEX as of Q1 2017.

  • Calvert Investment Management reported no remaining WEX position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 2,074 WEX shares in Q1 2017, an estimated $231K.
  • Calvert Investment Management first reported a position in WEX in Q3 2016 and held it in 2 quarters.
  • Calvert Investment Management's WEX position peaked at $238K in Q3 2016.
  • 240 funds tracked by Wall St. Rank held WEX as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.