LF
WAGE

Lee Financial’s WageWorks, Inc. WAGE Stock Holding History

Lee Financial’s Portfolio WAGE Stock Details WAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-140
Closed -$4K – 567
2018
Q4 		$4K Hold
140
– – ﹤0.01% 385
2018
Q3 		$6K Hold
140
– – ﹤0.01% 396
2018
Q2 		$7K Hold
140
– – ﹤0.01% 577
2018
Q1 		$6K Sell
140
-35
-20% -$1.91K ﹤0.01% 604
2017
Q4 		$11K Hold
175
– – ﹤0.01% 313
2017
Q3 		$11K Hold
175
– – ﹤0.01% 323
2017
Q2 		$12K Hold
175
– – ﹤0.01% 303
2017
Q1 		$13K Hold
175
– – 0.01% 250
2016
Q4 		$13K Buy
+175
New +$11.8K 0.01% 262

Other funds holding WAGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Lee Financial's WAGE Position: Q1 2019 in Review

Lee Financial sold out of WageWorks, Inc. (WAGE) in Q1 2019, closing a stake of 140 shares — an estimated $4K sold.

Lee Financial first reported a position in WAGE in Q4 2016 and held it in 9 quarters. The position peaked at $13K in Q1 2017. 206 funds tracked by Wall St. Rank hold WAGE as of Q1 2019.

  • Lee Financial reported no remaining WageWorks, Inc. position as of Q1 2019 after selling out during the quarter.
  • Lee Financial sold 140 WageWorks, Inc. shares in Q1 2019, an estimated $4K.
  • Lee Financial first reported a position in WageWorks, Inc. in Q4 2016 and held it in 9 quarters.
  • Lee Financial's WageWorks, Inc. position peaked at $13K in Q1 2017.
  • 206 funds tracked by Wall St. Rank held WageWorks, Inc. as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.