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Monarch Partners Asset Management’s WEX WEX Stock Holding History

Monarch Partners Asset 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
2015
Q4 		– Sell
-70,450
Closed -$6.12M – 185
2015
Q3 		$6.12M Buy
+70,450
New +$7.02M 0.75% 64

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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 $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $5.89B AUM 28.74% 1-Year Est. Return

Monarch Partners Asset Management's WEX Position: Q4 2015 in Review

Monarch Partners Asset Management sold out of WEX (WEX) in Q4 2015, closing a stake of 70,450 shares — an estimated $6.12M sold.

Monarch Partners Asset Management first reported a position in WEX in Q3 2015 and held it in 1 quarter. The position peaked at $6.12M in Q3 2015. 216 funds tracked by Wall St. Rank hold WEX as of Q4 2015.

  • Monarch Partners Asset Management reported no remaining WEX position as of Q4 2015 after selling out during the quarter.
  • Monarch Partners Asset Management sold 70,450 WEX shares in Q4 2015, an estimated $6.12M.
  • Monarch Partners Asset Management first reported a position in WEX in Q3 2015 and held it in 1 quarter.
  • Monarch Partners Asset Management's WEX position peaked at $6.12M in Q3 2015.
  • 216 funds tracked by Wall St. Rank held WEX as of Q4 2015.

Based on Monarch Partners Asset Management's 13F filing for Q4 2015, filed 10 Feb 2016.