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Independent Portfolio Consultants’s WEX WEX Stock Holding History

Independent Portfolio Consultants’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
Q3 		– Sell
-282
Closed -$30K – 952
2014
Q2 		$30K Buy
+282
New +$26.9K 0.01% 725

Other funds holding WEX

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
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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Independent Portfolio Consultants's WEX Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of WEX (WEX) in Q3 2014, closing a stake of 282 shares — an estimated $30K sold.

Independent Portfolio Consultants first reported a position in WEX in Q2 2014 and held it in 1 quarter. The position peaked at $30K in Q2 2014. 218 funds tracked by Wall St. Rank hold WEX as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining WEX position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 282 WEX shares in Q3 2014, an estimated $30K.
  • Independent Portfolio Consultants first reported a position in WEX in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's WEX position peaked at $30K in Q2 2014.
  • 218 funds tracked by Wall St. Rank held WEX as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.