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Clinton Group’s WEX WEX Stock Holding History

Clinton Group’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
2017
Q3 		– Sell
-9,967
Closed -$1.04M – 619
2017
Q2 		$1.04M Sell
9,967
-75,375
-88% -$7.76M 0.11% 276
2017
Q1 		$8.83M Buy
+85,342
New +$9.47M 0.51% 33
2016
Q3 		– Sell
-3,617
Closed -$321K – 1087
2016
Q2 		$321K Buy
+3,617
New +$323K 0.01% 731
2015
Q4 		– Sell
-6,776
Closed -$588K – 886
2015
Q3 		$588K Buy
+6,776
New +$675K 0.06% 409
2015
Q2 		– Sell
-12,167
Closed -$1.31M – 721
2015
Q1 		$1.31M Buy
+12,167
New +$1.23M 0.34% 86
2014
Q1 		– Sell
-2,033
Closed -$201K – 450
2013
Q4 		$201K Buy
+2,033
New +$191K 0.07% 286

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Clinton Group's WEX Position: Q3 2017 in Review

Clinton Group sold out of WEX (WEX) in Q3 2017, closing a stake of 9,967 shares — an estimated $1.04M sold.

Clinton Group first reported a position in WEX in Q4 2013 and held it in 6 quarters. The position peaked at $8.83M in Q1 2017. 221 funds tracked by Wall St. Rank hold WEX as of Q3 2017.

  • Clinton Group reported no remaining WEX position as of Q3 2017 after selling out during the quarter.
  • Clinton Group sold 9,967 WEX shares in Q3 2017, an estimated $1.04M.
  • Clinton Group first reported a position in WEX in Q4 2013 and held it in 6 quarters.
  • Clinton Group's WEX position peaked at $8.83M in Q1 2017.
  • 221 funds tracked by Wall St. Rank held WEX as of Q3 2017.

Based on Clinton Group's 13F filing for Q3 2017, filed 14 Nov 2017.