FineMark National Bank & Trust’s WEX WEX Stock Holding History

FineMark National 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
2015 Q4	–	Sell	-40	Closed	-$3K	–	1490
2015 Q3	$3K	Buy	+40	New	+$3.98K	﹤0.01%	1197
2013 Q3	–	Sell	-17	Closed	-$1K	–	1622
2013 Q2	$1K	Buy	+17	New	+$1.26K	﹤0.01%	1351

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ACM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

FineMark National Bank & Trust's WEX Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of WEX (WEX) in Q4 2015, closing a stake of 40 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in WEX in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2015. 216 funds tracked by Wall St. Rank hold WEX as of Q4 2015.

FineMark National Bank & Trust reported no remaining WEX position as of Q4 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 40 WEX shares in Q4 2015, an estimated $3K.
FineMark National Bank & Trust first reported a position in WEX in Q2 2013 and held it in 2 quarters.
FineMark National Bank & Trust's WEX position peaked at $3K in Q3 2015.
216 funds tracked by Wall St. Rank held WEX as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.