Dubuque Bank & Trust’s WEX WEX Stock Holding History

Dubuque Bank & Trust’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
2019 Q2	–	Sell	-18	Closed	-$3K	–	604
2019 Q1	$3K	Buy	+18	New	+$3.04K	﹤0.01%	634

Other funds holding WEX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Dubuque Bank & Trust's WEX Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of WEX (WEX) in Q2 2019, closing a stake of 18 shares — an estimated $3K sold.

Dubuque Bank & Trust first reported a position in WEX in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 341 funds tracked by Wall St. Rank hold WEX as of Q2 2019.

Dubuque Bank & Trust reported no remaining WEX position as of Q2 2019 after selling out during the quarter.
Dubuque Bank & Trust sold 18 WEX shares in Q2 2019, an estimated $3K.
Dubuque Bank & Trust first reported a position in WEX in Q1 2019 and held it in 1 quarter.
Dubuque Bank & Trust's WEX position peaked at $3K in Q1 2019.
341 funds tracked by Wall St. Rank held WEX as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.