Miles Capital’s WEX WEX Stock Holding History

Miles Capital’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 Q3	–	Sell	-2,533	Closed	-$289K	–	191
2015 Q2	$289K	Sell	2,533 -219	-8%	-$24.9K	0.19%	132
2015 Q1	$295K	Buy	+2,752	New	+$278K	0.18%	132

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Miles Capital's WEX Position: Q3 2015 in Review

Miles Capital sold out of WEX (WEX) in Q3 2015, closing a stake of 2,533 shares — an estimated $289K sold.

Miles Capital first reported a position in WEX in Q1 2015 and held it in 2 quarters. The position peaked at $295K in Q1 2015. 224 funds tracked by Wall St. Rank hold WEX as of Q3 2015.

Miles Capital reported no remaining WEX position as of Q3 2015 after selling out during the quarter.
Miles Capital sold 2,533 WEX shares in Q3 2015, an estimated $289K.
Miles Capital first reported a position in WEX in Q1 2015 and held it in 2 quarters.
Miles Capital's WEX position peaked at $295K in Q1 2015.
224 funds tracked by Wall St. Rank held WEX as of Q3 2015.

Based on Miles Capital's 13F filing for Q3 2015, filed 27 Oct 2015.