Institutional & Family Asset Management’s WageWorks, Inc. WAGE Stock Holding History

Institutional & Family Asset Management’s Portfolio WAGE Stock Details WAGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-35	Closed	-$2K	–	910
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	769
2019 Q1	$1K	Hold	35	–	–	﹤0.01%	836
2018 Q4	$1K	Hold	35	–	–	﹤0.01%	815
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	838
2018 Q2	$2K	Hold	35	–	–	﹤0.01%	761
2018 Q1	$2K	Buy	+35	New	+$1.91K	﹤0.01%	749

Other funds holding WAGE

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Institutional & Family Asset Management's WAGE Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of WageWorks, Inc. (WAGE) in Q3 2019, closing a stake of 35 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in WAGE in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q2 2019. 1 fund tracked by Wall St. Rank holds WAGE as of Q3 2019.

Institutional & Family Asset Management reported no remaining WageWorks, Inc. position as of Q3 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 35 WageWorks, Inc. shares in Q3 2019, an estimated $2K.
Institutional & Family Asset Management first reported a position in WageWorks, Inc. in Q1 2018 and held it in 6 quarters.
Institutional & Family Asset Management's WageWorks, Inc. position peaked at $2K in Q2 2019.
1 fund tracked by Wall St. Rank held WageWorks, Inc. as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.