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Checchi Capital Advisers’s WEX WEX Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-392
Closed -$35K – 1216
2016
Q2 		$35K Buy
392
+329
+522% +$29.3K ﹤0.01% 994
2016
Q1 		$5K Buy
+63
New +$4.55K ﹤0.01% 1418

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Checchi Capital Advisers's WEX Position: Q3 2016 in Review

Checchi Capital Advisers sold out of WEX (WEX) in Q3 2016, closing a stake of 392 shares — an estimated $35K sold.

Checchi Capital Advisers first reported a position in WEX in Q1 2016 and held it in 2 quarters. The position peaked at $35K in Q2 2016. 231 funds tracked by Wall St. Rank hold WEX as of Q3 2016.

  • Checchi Capital Advisers reported no remaining WEX position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 392 WEX shares in Q3 2016, an estimated $35K.
  • Checchi Capital Advisers first reported a position in WEX in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's WEX position peaked at $35K in Q2 2016.
  • 231 funds tracked by Wall St. Rank held WEX as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.