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High Point Bank & Trust’s WEX WEX Stock Holding History

High Point 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
2016
Q4 		$12K Hold
104
– – ﹤0.01% 337
2016
Q3 		$11K Hold
104
– – ﹤0.01% 347
2016
Q2 		$9K Hold
104
– – ﹤0.01% 349
2016
Q1 		$9K Buy
+104
New +$7.52K ﹤0.01% 356

Other funds holding WEX

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

High Point Bank & Trust's WEX Position: Q4 2016 in Review

High Point Bank & Trust held its WEX (WEX) position steady in Q4 2016 at 104 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

High Point Bank & Trust first reported a position in WEX in Q1 2016 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold WEX as of Q4 2016.

  • High Point Bank & Trust held 104 shares of WEX worth $12K as of Q4 2016.
  • High Point Bank & Trust left its WEX share count unchanged in Q4 2016.
  • WEX made up ﹤0.01% of High Point Bank & Trust's portfolio in Q4 2016, its #337 holding.
  • High Point Bank & Trust first reported a position in WEX in Q1 2016 and has held it in 4 quarters since.
  • 242 funds tracked by Wall St. Rank held WEX as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.