Ledyard National Bank’s WEX WEX Stock Holding History

Ledyard National Bank’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	-61	Closed	-$9K	–	636
2018 Q4	$9K	Hold	61	–	–	﹤0.01%	620
2018 Q3	$12K	Hold	61	–	–	﹤0.01%	586
2018 Q2	$12K	Hold	61	–	–	﹤0.01%	598
2018 Q1	$10K	Hold	61	–	–	﹤0.01%	642
2017 Q4	$9K	Hold	61	–	–	﹤0.01%	674
2017 Q3	$7K	Hold	61	–	–	﹤0.01%	694
2017 Q2	$6K	Sell	61 -65	-52%	-$6.69K	﹤0.01%	665
2017 Q1	$13K	Hold	126	–	–	﹤0.01%	590
2016 Q4	$14K	Hold	126	–	–	﹤0.01%	453
2016 Q3	$14K	Hold	126	–	–	﹤0.01%	459
2016 Q2	$11K	Hold	126	–	–	﹤0.01%	463
2016 Q1	$11K	Hold	126	–	–	﹤0.01%	519
2015 Q4	$11K	Hold	126	–	–	﹤0.01%	509
2015 Q3	$11K	Hold	126	–	–	﹤0.01%	493
2015 Q2	$14K	Hold	126	–	–	﹤0.01%	471
2015 Q1	$14K	Hold	126	–	–	﹤0.01%	461
2014 Q4	$12K	Hold	126	–	–	﹤0.01%	504
2014 Q3	$14K	Hold	126	–	–	﹤0.01%	430
2014 Q2	$13K	Hold	126	–	–	﹤0.01%	447
2014 Q1	$12K	Hold	126	–	–	﹤0.01%	442
2013 Q4	$12K	Buy	+126	New	+$11.8K	﹤0.01%	452

Other funds holding WEX

Wellington Management Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

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

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return