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Epoch Investment Partners’s WEX WEX Stock Holding History

Epoch Investment Partners’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
2017
Q1 		– Sell
-230,966
Closed -$25.8M – 328
2016
Q4 		$25.8M Sell
230,966
-33,576
-13% -$3.63M 0.1% 150
2016
Q3 		$28.6M Sell
264,542
-23,237
-8% -$2.28M 0.11% 147
2016
Q2 		$25.5M Sell
287,779
-4,446
-2% -$397K 0.1% 149
2016
Q1 		$24.4M Buy
+292,225
New +$21.1M 0.09% 149

Other funds holding WEX

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Epoch Investment Partners's WEX Position: Q1 2017 in Review

Epoch Investment Partners sold out of WEX (WEX) in Q1 2017, closing a stake of 230,966 shares — an estimated $25.8M sold.

Epoch Investment Partners first reported a position in WEX in Q1 2016 and held it in 4 quarters. The position peaked at $28.6M in Q3 2016. 240 funds tracked by Wall St. Rank hold WEX as of Q1 2017.

  • Epoch Investment Partners reported no remaining WEX position as of Q1 2017 after selling out during the quarter.
  • Epoch Investment Partners sold 230,966 WEX shares in Q1 2017, an estimated $25.8M.
  • Epoch Investment Partners first reported a position in WEX in Q1 2016 and held it in 4 quarters.
  • Epoch Investment Partners's WEX position peaked at $28.6M in Q3 2016.
  • 240 funds tracked by Wall St. Rank held WEX as of Q1 2017.

Based on Epoch Investment Partners's 13F filing for Q1 2017, filed 12 May 2017.