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Insight Capital Research & Management’s WEX WEX Stock Holding History

Insight Capital Research & Management’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
Q4 		– Sell
-44,420
Closed -$4.9M – 145
2014
Q3 		$4.9M Buy
+44,420
New +$4.88M 1.28% 31

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Insight Capital Research & Management's WEX Position: Q4 2014 in Review

Insight Capital Research & Management sold out of WEX (WEX) in Q4 2014, closing a stake of 44,420 shares — an estimated $4.9M sold.

Insight Capital Research & Management first reported a position in WEX in Q3 2014 and held it in 1 quarter. The position peaked at $4.9M in Q3 2014. 236 funds tracked by Wall St. Rank hold WEX as of Q4 2014.

  • Insight Capital Research & Management reported no remaining WEX position as of Q4 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 44,420 WEX shares in Q4 2014, an estimated $4.9M.
  • Insight Capital Research & Management first reported a position in WEX in Q3 2014 and held it in 1 quarter.
  • Insight Capital Research & Management's WEX position peaked at $4.9M in Q3 2014.
  • 236 funds tracked by Wall St. Rank held WEX as of Q4 2014.

Based on Insight Capital Research & Management's 13F filing for Q4 2014, filed 10 Feb 2015.