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Ipswich Investment Management’s WEX WEX Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-225
Closed -$32K – 392
2018
Q4 		$32K Buy
+225
New +$37K 0.01% 308

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ipswich Investment Management's WEX Position: Q1 2019 in Review

Ipswich Investment Management sold out of WEX (WEX) in Q1 2019, closing a stake of 225 shares — an estimated $32K sold.

Ipswich Investment Management first reported a position in WEX in Q4 2018 and held it in 1 quarter. The position peaked at $32K in Q4 2018. 338 funds tracked by Wall St. Rank hold WEX as of Q1 2019.

  • Ipswich Investment Management reported no remaining WEX position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 225 WEX shares in Q1 2019, an estimated $32K.
  • Ipswich Investment Management first reported a position in WEX in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's WEX position peaked at $32K in Q4 2018.
  • 338 funds tracked by Wall St. Rank held WEX as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.