Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s WEX WEX Stock Holding History

Luther King Capital Management (LKCM)’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
2015
Q4 		– Sell
-4,820
Closed -$419K – 552
2015
Q3 		$419K Hold
4,820
– – ﹤0.01% 434
2015
Q2 		$549K Sell
4,820
-200
-4% -$22.7K ﹤0.01% 418
2015
Q1 		$539K Sell
5,020
-903
-15% -$91.1K ﹤0.01% 425
2014
Q4 		$586K Hold
5,923
– – ﹤0.01% 421
2014
Q3 		$653K Sell
5,923
-777
-12% -$85.4K 0.01% 426
2014
Q2 		$703K Buy
6,700
+3,300
+97% +$315K 0.01% 418
2014
Q1 		$323K Buy
+3,400
New +$311K ﹤0.01% 474

Other funds holding WEX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Luther King Capital Management (LKCM)'s WEX Position: Q4 2015 in Review

Luther King Capital Management (LKCM) sold out of WEX (WEX) in Q4 2015, closing a stake of 4,820 shares — an estimated $419K sold.

Luther King Capital Management (LKCM) first reported a position in WEX in Q1 2014 and held it in 7 quarters. The position peaked at $703K in Q2 2014. 216 funds tracked by Wall St. Rank hold WEX as of Q4 2015.

  • Luther King Capital Management (LKCM) reported no remaining WEX position as of Q4 2015 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 4,820 WEX shares in Q4 2015, an estimated $419K.
  • Luther King Capital Management (LKCM) first reported a position in WEX in Q1 2014 and held it in 7 quarters.
  • Luther King Capital Management (LKCM)'s WEX position peaked at $703K in Q2 2014.
  • 216 funds tracked by Wall St. Rank held WEX as of Q4 2015.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2015, filed 11 Feb 2016.