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MYCIO Wealth Partners’s WEX WEX Stock Holding History

MYCIO Wealth Partners’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
2016
Q3 		– Sell
-39
Closed -$3K – 1038
2016
Q2 		$3K Buy
+39
New +$3.48K ﹤0.01% 817
2015
Q1 		– Sell
-179
Closed -$18K – 699
2014
Q4 		$18K Buy
+179
New +$19.1K ﹤0.01% 408

Other funds holding WEX

Wellington Management Group
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WP
Warburg Pincus New York $187M AUM 34% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

MYCIO Wealth Partners's WEX Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of WEX (WEX) in Q3 2016, closing a stake of 39 shares — an estimated $3K sold.

MYCIO Wealth Partners first reported a position in WEX in Q4 2014 and held it in 2 quarters. The position peaked at $18K in Q4 2014. 231 funds tracked by Wall St. Rank hold WEX as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining WEX position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 39 WEX shares in Q3 2016, an estimated $3K.
  • MYCIO Wealth Partners first reported a position in WEX in Q4 2014 and held it in 2 quarters.
  • MYCIO Wealth Partners's WEX position peaked at $18K in Q4 2014.
  • 231 funds tracked by Wall St. Rank held WEX as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.