CIM
WEX icon

Contravisory Investment Management’s WEX WEX Stock Holding History

Contravisory 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
Q1 		– Sell
-2,495
Closed -$247K – 183
2014
Q4 		$247K Hold
2,495
– – 0.05% 57
2014
Q3 		$275K Sell
2,495
-3,900
-61% -$428K 0.06% 52
2014
Q2 		$671K Buy
6,395
+680
+12% +$65K 0.13% 40
2014
Q1 		$543K Hold
5,715
– – 0.11% 46
2013
Q4 		$566K Hold
5,715
– – 0.11% 45
2013
Q3 		$501K Hold
5,715
– – 0.1% 43
2013
Q2 		$438K Buy
+5,715
New +$424K 0.1% 47

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Contravisory Investment Management's WEX Position: Q1 2015 in Review

Contravisory Investment Management sold out of WEX (WEX) in Q1 2015, closing a stake of 2,495 shares — an estimated $247K sold.

Contravisory Investment Management first reported a position in WEX in Q2 2013 and held it in 7 quarters. The position peaked at $671K in Q2 2014. 227 funds tracked by Wall St. Rank hold WEX as of Q1 2015.

  • Contravisory Investment Management reported no remaining WEX position as of Q1 2015 after selling out during the quarter.
  • Contravisory Investment Management sold 2,495 WEX shares in Q1 2015, an estimated $247K.
  • Contravisory Investment Management first reported a position in WEX in Q2 2013 and held it in 7 quarters.
  • Contravisory Investment Management's WEX position peaked at $671K in Q2 2014.
  • 227 funds tracked by Wall St. Rank held WEX as of Q1 2015.

Based on Contravisory Investment Management's 13F filing for Q1 2015, filed 14 Apr 2015.