Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CIM
Contravisory Investment Management’s
WEX
WEX
Stock Holding History
Contravisory Investment Management’s Portfolio
WEX Stock Details
WEX Fund Activity
Bought
Maintained
Sold
Shares
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
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
TCM
TimesSquare Capital Management
New York
$5.89B AUM
28.74%
1-Year Est. Return
CIP
Champlain Investment Partners
Burlington, Vermont
$7.88B AUM
6.82%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
ACM
Atlanta Capital Management
Atlanta, Georgia
$22.5B AUM
9.67%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close