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FQ
First Quadrant’s
WEX
WEX
Stock Holding History
First Quadrant’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
2016
Q4
–
Sell
-62
Closed
-$7K
–
913
2016
Q3
$7K
Buy
62
+10
+19%
+$979
﹤0.01%
850
2016
Q2
$5K
Hold
52
–
–
﹤0.01%
794
2016
Q1
$4K
Sell
52
-4
-7%
-$289
﹤0.01%
774
2015
Q4
$5K
Buy
+56
New
+$5.08K
﹤0.01%
754
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JHIU
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ACM
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$22.5B AUM
9.67%
1-Year Est. Return
JP Morgan Chase
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27.86%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
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1-Year Est. Return
CIP
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$7.88B AUM
6.82%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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