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NFA
Nationwide Fund Advisors’s
WEX
WEX
Stock Holding History
Nationwide Fund Advisors’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
2017
Q4
–
Sell
-168,979
Closed
-$19M
–
2094
2017
Q3
$19M
Buy
168,979
+13,967
+9%
+$1.51M
0.07%
339
2017
Q2
$16.2M
Buy
155,012
+1,093
+0.7%
+$112K
0.06%
415
2017
Q1
$15.9M
Sell
153,919
-113,157
-42%
-$12.6M
0.06%
426
2016
Q4
$29.8M
Buy
267,076
+94,955
+55%
+$10.3M
0.12%
172
2016
Q3
$18.6M
Sell
172,121
-4,092
-2%
-$401K
0.08%
326
2016
Q2
$15.6M
Buy
176,213
+363
+0.2%
+$32.4K
0.07%
382
2016
Q1
$14.7M
Buy
175,850
+21,282
+14%
+$1.54M
0.06%
407
2015
Q4
$13.7M
Buy
154,568
+17,892
+13%
+$1.62M
0.06%
432
2015
Q3
$11.9M
Sell
136,676
-2,140
-2%
-$213K
0.05%
456
2015
Q2
$15.8M
Sell
138,816
-33,588
-19%
-$3.81M
0.06%
379
2015
Q1
$18.5M
Buy
172,404
+66,860
+63%
+$6.74M
0.07%
330
2014
Q4
$10.4M
Sell
105,544
-404
-0.4%
-$43K
0.04%
536
2014
Q3
$11.7M
Buy
105,948
+614
+0.6%
+$67.5K
0.05%
489
2014
Q2
$11.1M
Sell
105,334
-1,636
-2%
-$156K
0.05%
523
2014
Q1
$10.2M
Sell
106,970
-1,087
-1%
-$99.6K
0.05%
498
2013
Q4
$10.7M
Sell
108,057
-1,485
-1%
-$139K
0.04%
517
2013
Q3
$9.61M
Buy
109,542
+340
+0.3%
+$28.7K
0.04%
547
2013
Q2
$8.38M
Buy
+109,202
New
+$8.11M
0.04%
542
Other funds holding WEX
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
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
TCM
TimesSquare Capital Management
New York
$5.89B AUM
28.74%
1-Year Est. Return
CIP
Champlain Investment Partners
Burlington, Vermont
$7.88B AUM
6.82%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
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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