Lee Capital Management’s WEX WEX Stock Holding History

Lee Capital 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 Q3	–	Sell	-10,000	Closed	-$1.04M	–	87
2017 Q2	$1.04M	Buy	+10,000	New	+$1.03M	0.93%	44

Other funds holding WEX

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

ACM

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Lee Capital Management's WEX Position: Q3 2017 in Review

Lee Capital Management sold out of WEX (WEX) in Q3 2017, closing a stake of 10,000 shares — an estimated $1.04M sold.

Lee Capital Management first reported a position in WEX in Q2 2017 and held it in 1 quarter. The position peaked at $1.04M in Q2 2017. 221 funds tracked by Wall St. Rank hold WEX as of Q3 2017.

Lee Capital Management reported no remaining WEX position as of Q3 2017 after selling out during the quarter.
Lee Capital Management sold 10,000 WEX shares in Q3 2017, an estimated $1.04M.
Lee Capital Management first reported a position in WEX in Q2 2017 and held it in 1 quarter.
Lee Capital Management's WEX position peaked at $1.04M in Q2 2017.
221 funds tracked by Wall St. Rank held WEX as of Q3 2017.

Based on Lee Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.