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Emerald Mutual Fund Advisers Trust’s WEX WEX Stock Holding History

Emerald Mutual Fund Advisers 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
2018
Q4 		– Sell
-8,930
Closed -$1.79M – 236
2018
Q3 		$1.79M Hold
8,930
– – 0.06% 217
2018
Q2 		$1.7M Hold
8,930
– – 0.06% 210
2018
Q1 		$1.4M Buy
+8,930
New +$1.34M 0.05% 211

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
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
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

Emerald Mutual Fund Advisers Trust's WEX Position: Q4 2018 in Review

Emerald Mutual Fund Advisers Trust sold out of WEX (WEX) in Q4 2018, closing a stake of 8,930 shares — an estimated $1.79M sold.

Emerald Mutual Fund Advisers Trust first reported a position in WEX in Q1 2018 and held it in 3 quarters. The position peaked at $1.79M in Q3 2018. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2018.

  • Emerald Mutual Fund Advisers Trust reported no remaining WEX position as of Q4 2018 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 8,930 WEX shares in Q4 2018, an estimated $1.79M.
  • Emerald Mutual Fund Advisers Trust first reported a position in WEX in Q1 2018 and held it in 3 quarters.
  • Emerald Mutual Fund Advisers Trust's WEX position peaked at $1.79M in Q3 2018.
  • 344 funds tracked by Wall St. Rank held WEX as of Q4 2018.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2018, filed 30 Jan 2019.