Epoch Investment Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-230,966
| Closed | -$25.8M | – | 328 |
|
|
2016
Q4 | $25.8M | Sell |
230,966
-33,576
| -13% | -$3.75M | 0.1% | 150 |
|
|
2016
Q3 | $28.6M | Sell |
264,542
-23,237
| -8% | -$2.51M | 0.11% | 147 |
|
|
2016
Q2 | $25.5M | Sell |
287,779
-4,446
| -2% | -$394K | 0.1% | 149 |
|
|
2016
Q1 | $24.4M | Buy |
+292,225
| New | +$24.4M | 0.09% | 149 |
|