CIM
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CIM Investment Management’s WEX WEX Stock Holding History

CIM 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
2015
Q2 		– Sell
-2,484
Closed -$267K – 279
2015
Q1 		$267K Hold
2,484
– – 0.12% 180
2014
Q4 		$246K Buy
+2,484
New +$265K 0.11% 194

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIM Investment Management's WEX Position: Q2 2015 in Review

CIM Investment Management sold out of WEX (WEX) in Q2 2015, closing a stake of 2,484 shares — an estimated $267K sold.

CIM Investment Management first reported a position in WEX in Q4 2014 and held it in 2 quarters. The position peaked at $267K in Q1 2015. 230 funds tracked by Wall St. Rank hold WEX as of Q2 2015.

  • CIM Investment Management reported no remaining WEX position as of Q2 2015 after selling out during the quarter.
  • CIM Investment Management sold 2,484 WEX shares in Q2 2015, an estimated $267K.
  • CIM Investment Management first reported a position in WEX in Q4 2014 and held it in 2 quarters.
  • CIM Investment Management's WEX position peaked at $267K in Q1 2015.
  • 230 funds tracked by Wall St. Rank held WEX as of Q2 2015.

Based on CIM Investment Management's 13F filing for Q2 2015, filed 11 Aug 2015.