Jupiter Investment Management’s WEX WEX Stock Holding History

Jupiter 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
2017 Q2	–	Sell	-4,100	Closed	-$424K	–	489
2017 Q1	$424K	Buy	+4,100	New	+$455K	0.01%	307

Other funds holding WEX

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Jupiter Investment Management's WEX Position: Q2 2017 in Review

Jupiter Investment Management sold out of WEX (WEX) in Q2 2017, closing a stake of 4,100 shares — an estimated $424K sold.

Jupiter Investment Management first reported a position in WEX in Q1 2017 and held it in 1 quarter. The position peaked at $424K in Q1 2017. 228 funds tracked by Wall St. Rank hold WEX as of Q2 2017.

Jupiter Investment Management reported no remaining WEX position as of Q2 2017 after selling out during the quarter.
Jupiter Investment Management sold 4,100 WEX shares in Q2 2017, an estimated $424K.
Jupiter Investment Management first reported a position in WEX in Q1 2017 and held it in 1 quarter.
Jupiter Investment Management's WEX position peaked at $424K in Q1 2017.
228 funds tracked by Wall St. Rank held WEX as of Q2 2017.

Based on Jupiter Investment Management's 13F filing for Q2 2017, filed 10 Aug 2017.