Enlightenment Research’s WEX WEX Stock Holding History

Enlightenment Research’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 Q1	–	Sell	-700	Closed	-$98K	–	677
2018 Q4	$98K	Buy	+700	New	+$115K	0.12%	182

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $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 $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Enlightenment Research's WEX Position: Q1 2019 in Review

Enlightenment Research sold out of WEX (WEX) in Q1 2019, closing a stake of 700 shares — an estimated $98K sold.

Enlightenment Research first reported a position in WEX in Q4 2018 and held it in 1 quarter. The position peaked at $98K in Q4 2018. 338 funds tracked by Wall St. Rank hold WEX as of Q1 2019.

Enlightenment Research reported no remaining WEX position as of Q1 2019 after selling out during the quarter.
Enlightenment Research sold 700 WEX shares in Q1 2019, an estimated $98K.
Enlightenment Research first reported a position in WEX in Q4 2018 and held it in 1 quarter.
Enlightenment Research's WEX position peaked at $98K in Q4 2018.
338 funds tracked by Wall St. Rank held WEX as of Q1 2019.

Based on Enlightenment Research's 13F filing for Q1 2019, filed 3 May 2019.