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MAA
Managed Account Advisors’s
WEX
WEX
Stock Holding History
Managed Account Advisors’s Portfolio
WEX Stock Details
WEX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q2
$16.2M
Buy
142,268
+1,055
+0.7%
+$120K
0.01%
815
2015
Q1
$15.2M
Buy
141,213
+5,882
+4%
+$593K
0.01%
876
2014
Q4
$13.4M
Buy
135,331
+393
+0.3%
+$41.9K
0.01%
896
2014
Q3
$14.9M
Buy
134,938
+1,226
+0.9%
+$135K
0.02%
820
2014
Q2
$14M
Sell
133,712
-2,650
-2%
-$253K
0.02%
854
2014
Q1
$13M
Sell
136,362
-6,094
-4%
-$558K
0.02%
847
2013
Q4
$14.1M
Sell
142,456
-4,213
-3%
-$396K
0.02%
790
2013
Q3
$12.9M
Sell
146,669
-13,921
-9%
-$1.18M
0.02%
792
2013
Q2
$12.3M
Buy
+160,590
New
+$11.9M
0.02%
785
Other funds holding WEX
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
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
CIP
Champlain Investment Partners
Burlington, Vermont
$7.88B AUM
6.82%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
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
$5.89B AUM
28.74%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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