CEP
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Chicago Equity Partners’s WEX WEX Stock Holding History

Chicago Equity 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
2019
Q3 		– Sell
-6,375
Closed -$1.33M – 976
2019
Q2 		$1.33M Sell
6,375
-60
-0.9% -$12.1K 0.06% 439
2019
Q1 		$1.24M Sell
6,435
-11,730
-65% -$1.98M 0.05% 458
2018
Q4 		$2.54M Buy
18,165
+215
+1% +$35.4K 0.1% 280
2018
Q3 		$3.6M Buy
17,950
+4,325
+32% +$829K 0.11% 269
2018
Q2 		$2.6M Buy
+13,625
New +$2.38M 0.08% 332
2017
Q2 		– Sell
-8,010
Closed -$829K – 861
2017
Q1 		$829K Sell
8,010
-5,125
-39% -$569K 0.02% 493
2016
Q4 		$1.47M Buy
+13,135
New +$1.42M 0.04% 399

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ACM
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Neuberger Berman Group
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Wells Fargo
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LWCFA
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return