First Personal Financial Services’s WEX WEX Stock Holding History

First Personal Financial Services’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 Q2	–	Sell	-616	Closed	-$96K	–	934
2018 Q1	$96K	Sell	616 -362	-37%	-$54.4K	0.02%	319
2017 Q4	$138K	Sell	978 -26	-3%	-$3.25K	0.03%	295
2017 Q3	$113K	Buy	1,004 +208	+26%	+$22.5K	0.02%	299
2017 Q2	$83K	Buy	796 +97	+14%	+$9.98K	0.02%	339
2017 Q1	$72K	Sell	699 -169	-19%	-$18.8K	0.02%	334
2016 Q4	$97K	Buy	868 +595	+218%	+$64.4K	0.03%	284
2016 Q3	$30K	Buy	273 +15	+6%	+$1.47K	0.01%	366
2016 Q2	$23K	Buy	+258	New	+$23K	0.01%	402

Other funds holding WEX

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Personal Financial Services's WEX Position: Q2 2018 in Review

First Personal Financial Services sold out of WEX (WEX) in Q2 2018, closing a stake of 616 shares — an estimated $96K sold.

First Personal Financial Services first reported a position in WEX in Q2 2016 and held it in 8 quarters. The position peaked at $138K in Q4 2017. 321 funds tracked by Wall St. Rank hold WEX as of Q2 2018.

First Personal Financial Services reported no remaining WEX position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 616 WEX shares in Q2 2018, an estimated $96K.
First Personal Financial Services first reported a position in WEX in Q2 2016 and held it in 8 quarters.
First Personal Financial Services's WEX position peaked at $138K in Q4 2017.
321 funds tracked by Wall St. Rank held WEX as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.