Capital Research Global Investors
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Capital Research Global Investors’s WEX WEX Stock Holding History

Capital Research Global Investors’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
Q4 		– Sell
-1,242,074
Closed -$108M – 450
2015
Q3 		$108M Hold
1,242,074
– – 0.04% 280
2015
Q2 		$142M Hold
1,242,074
– – 0.05% 273
2015
Q1 		$133M Hold
1,242,074
– – 0.05% 277
2014
Q4 		$123M Buy
1,242,074
+227,912
+22% +$24.3M 0.04% 285
2014
Q3 		$112M Buy
1,014,162
+773,162
+321% +$84.9M 0.04% 287
2014
Q2 		$25.3M Buy
+241,000
New +$23M 0.01% 374

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Capital Research Global Investors's WEX Position: Q4 2015 in Review

Capital Research Global Investors sold out of WEX (WEX) in Q4 2015, closing a stake of 1,242,074 shares — an estimated $108M sold.

Capital Research Global Investors first reported a position in WEX in Q2 2014 and held it in 6 quarters. The position peaked at $142M in Q2 2015. 216 funds tracked by Wall St. Rank hold WEX as of Q4 2015.

  • Capital Research Global Investors reported no remaining WEX position as of Q4 2015 after selling out during the quarter.
  • Capital Research Global Investors sold 1,242,074 WEX shares in Q4 2015, an estimated $108M.
  • Capital Research Global Investors first reported a position in WEX in Q2 2014 and held it in 6 quarters.
  • Capital Research Global Investors's WEX position peaked at $142M in Q2 2015.
  • 216 funds tracked by Wall St. Rank held WEX as of Q4 2015.

Based on Capital Research Global Investors's 13F filing for Q4 2015, filed 12 Feb 2016.