JNBA Financial Advisors’s WEX WEX Stock Holding History

JNBA Financial Advisors’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	–	Sell	-136	Closed	-$15K	–	1350
2016 Q3	$15K	Buy	+136	New	+$13.3K	﹤0.01%	910

Other funds holding WEX

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 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

JNBA Financial Advisors's WEX Position: Q4 2016 in Review

JNBA Financial Advisors sold out of WEX (WEX) in Q4 2016, closing a stake of 136 shares — an estimated $15K sold.

JNBA Financial Advisors first reported a position in WEX in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 242 funds tracked by Wall St. Rank hold WEX as of Q4 2016.

JNBA Financial Advisors reported no remaining WEX position as of Q4 2016 after selling out during the quarter.
JNBA Financial Advisors sold 136 WEX shares in Q4 2016, an estimated $15K.
JNBA Financial Advisors first reported a position in WEX in Q3 2016 and held it in 1 quarter.
JNBA Financial Advisors's WEX position peaked at $15K in Q3 2016.
242 funds tracked by Wall St. Rank held WEX as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.