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Credo Capital Management’s WEX WEX Stock Holding History

Credo Capital 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
2013
Q4 		$29K Hold
292
– – 0.12% 100
2013
Q3 		$26K Hold
292
– – 0.04% 103
2013
Q2 		$22K Buy
+292
New +$21.7K 0.02% 98

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Credo Capital Management's WEX Position: Q4 2013 in Review

Credo Capital Management held its WEX (WEX) position steady in Q4 2013 at 292 shares worth $29K. The position accounts for 0.12% of the portfolio, ranked #100.

Credo Capital Management first reported a position in WEX in Q2 2013 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold WEX as of Q4 2013.

  • Credo Capital Management held 292 shares of WEX worth $29K as of Q4 2013.
  • Credo Capital Management left its WEX share count unchanged in Q4 2013.
  • WEX made up 0.12% of Credo Capital Management's portfolio in Q4 2013, its #100 holding.
  • Credo Capital Management first reported a position in WEX in Q2 2013 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held WEX as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.