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Detwiler Fenton Investment Management’s WEX WEX Stock Holding History

Detwiler Fenton 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
2014
Q1 		– Sell
-28,161
Closed -$2.79M – 118
2013
Q4 		$2.79M Sell
28,161
-440
-2% -$41.3K 2.5% 11
2013
Q3 		$2.51M Sell
28,601
-608
-2% -$51.4K 2.23% 13
2013
Q2 		$2.24M Buy
+29,209
New +$2.17M 2.27% 14

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 $6.8B AUM 45.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Detwiler Fenton Investment Management's WEX Position: Q1 2014 in Review

Detwiler Fenton Investment Management sold out of WEX (WEX) in Q1 2014, closing a stake of 28,161 shares — an estimated $2.79M sold.

Detwiler Fenton Investment Management first reported a position in WEX in Q2 2013 and held it in 3 quarters. The position peaked at $2.79M in Q4 2013. 201 funds tracked by Wall St. Rank hold WEX as of Q1 2014.

  • Detwiler Fenton Investment Management reported no remaining WEX position as of Q1 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 28,161 WEX shares in Q1 2014, an estimated $2.79M.
  • Detwiler Fenton Investment Management first reported a position in WEX in Q2 2013 and held it in 3 quarters.
  • Detwiler Fenton Investment Management's WEX position peaked at $2.79M in Q4 2013.
  • 201 funds tracked by Wall St. Rank held WEX as of Q1 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q1 2014, filed 1 May 2014.