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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $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 New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ledyard National Bank's WEX Position: Q1 2019 in Review

Ledyard National Bank sold out of WEX (WEX) in Q1 2019, closing a stake of 61 shares — an estimated $9K sold.

Ledyard National Bank first reported a position in WEX in Q4 2013 and held it in 21 quarters. The position peaked at $14K in Q4 2016. 339 funds tracked by Wall St. Rank hold WEX as of Q1 2019.

Ledyard National Bank reported no remaining WEX position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 61 WEX shares in Q1 2019, an estimated $9K.
Ledyard National Bank first reported a position in WEX in Q4 2013 and held it in 21 quarters.
Ledyard National Bank's WEX position peaked at $14K in Q4 2016.
339 funds tracked by Wall St. Rank held WEX as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.