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Chartwell Investment Partners’s WEX WEX Stock Holding History

Chartwell Investment Partners’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
2018
Q4 		– Sell
-9,654
Closed -$1.94M – 472
2018
Q3 		$1.94M Buy
9,654
+751
+8% +$144K 0.06% 392
2018
Q2 		$1.7M Buy
8,903
+1,434
+19% +$250K 0.05% 395
2018
Q1 		$1.17M Hold
7,469
– – 0.04% 365
2017
Q4 		$1.05M Buy
7,469
+1,611
+28% +$202K 0.04% 380
2017
Q3 		$657K Sell
5,858
-1,608
-22% -$174K 0.02% 394
2017
Q2 		$778K Buy
7,466
+220
+3% +$22.6K 0.03% 372
2017
Q1 		$750K Buy
+7,246
New +$804K 0.03% 368

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Janus Henderson Group
Janus Henderson Group London $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 $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Chartwell Investment Partners's WEX Position: Q4 2018 in Review

Chartwell Investment Partners sold out of WEX (WEX) in Q4 2018, closing a stake of 9,654 shares — an estimated $1.94M sold.

Chartwell Investment Partners first reported a position in WEX in Q1 2017 and held it in 7 quarters. The position peaked at $1.94M in Q3 2018. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2018.

  • Chartwell Investment Partners reported no remaining WEX position as of Q4 2018 after selling out during the quarter.
  • Chartwell Investment Partners sold 9,654 WEX shares in Q4 2018, an estimated $1.94M.
  • Chartwell Investment Partners first reported a position in WEX in Q1 2017 and held it in 7 quarters.
  • Chartwell Investment Partners's WEX position peaked at $1.94M in Q3 2018.
  • 344 funds tracked by Wall St. Rank held WEX as of Q4 2018.

Based on Chartwell Investment Partners's 13F filing for Q4 2018, filed 1 Feb 2019.