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Gerstein Fisher’s WEX WEX Stock Holding History

Gerstein Fisher’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
2014
Q1 		– Sell
-2,679
Closed -$265K – 406
2013
Q4 		$265K Hold
2,679
– – 0.05% 318
2013
Q3 		$235K Hold
2,679
– – 0.05% 316
2013
Q2 		$205K Buy
+2,679
New +$199K 0.05% 312

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Gerstein Fisher's WEX Position: Q1 2014 in Review

Gerstein Fisher sold out of WEX (WEX) in Q1 2014, closing a stake of 2,679 shares — an estimated $265K sold.

Gerstein Fisher first reported a position in WEX in Q2 2013 and held it in 3 quarters. The position peaked at $265K in Q4 2013. 201 funds tracked by Wall St. Rank hold WEX as of Q1 2014.

  • Gerstein Fisher reported no remaining WEX position as of Q1 2014 after selling out during the quarter.
  • Gerstein Fisher sold 2,679 WEX shares in Q1 2014, an estimated $265K.
  • Gerstein Fisher first reported a position in WEX in Q2 2013 and held it in 3 quarters.
  • Gerstein Fisher's WEX position peaked at $265K in Q4 2013.
  • 201 funds tracked by Wall St. Rank held WEX as of Q1 2014.

Based on Gerstein Fisher's 13F filing for Q1 2014, filed 15 May 2014.