Claraphi Advisory Network’s WEX WEX Stock Holding History

Claraphi Advisory Network’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	-1,213	Closed	-$244K	–	275
2018 Q3	$244K	Buy	+1,213	New	+$233K	0.14%	207

Other funds holding WEX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

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 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

Claraphi Advisory Network's WEX Position: Q4 2018 in Review

Claraphi Advisory Network sold out of WEX (WEX) in Q4 2018, closing a stake of 1,213 shares — an estimated $244K sold.

Claraphi Advisory Network first reported a position in WEX in Q3 2018 and held it in 1 quarter. The position peaked at $244K in Q3 2018. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2018.

Claraphi Advisory Network reported no remaining WEX position as of Q4 2018 after selling out during the quarter.
Claraphi Advisory Network sold 1,213 WEX shares in Q4 2018, an estimated $244K.
Claraphi Advisory Network first reported a position in WEX in Q3 2018 and held it in 1 quarter.
Claraphi Advisory Network's WEX position peaked at $244K in Q3 2018.
344 funds tracked by Wall St. Rank held WEX as of Q4 2018.

Based on Claraphi Advisory Network's 13F filing for Q4 2018, filed 12 Feb 2019.