Nelson Capital Management’s WEX WEX Stock Holding History

Nelson Capital 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
2018 Q1	–	Sell	-6	Closed	-$1K	–	323
2017 Q4	$1K	Buy	+6	New	+$751	﹤0.01%	336

Other funds holding WEX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

BlackRock New York $5.72T 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

TCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nelson Capital Management's WEX Position: Q1 2018 in Review

Nelson Capital Management sold out of WEX (WEX) in Q1 2018, closing a stake of 6 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in WEX in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 279 funds tracked by Wall St. Rank hold WEX as of Q1 2018.

Nelson Capital Management reported no remaining WEX position as of Q1 2018 after selling out during the quarter.
Nelson Capital Management sold 6 WEX shares in Q1 2018, an estimated $1K.
Nelson Capital Management first reported a position in WEX in Q4 2017 and held it in 1 quarter.
Nelson Capital Management's WEX position peaked at $1K in Q4 2017.
279 funds tracked by Wall St. Rank held WEX as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.