O'Brien Greene & Co’s WEX WEX Stock Holding History

O'Brien Greene & Co’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
2019 Q1	–	Sell	-1,700	Closed	-$238K	–	118
2018 Q4	$238K	Buy	+1,700	New	+$280K	0.14%	94

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

O'Brien Greene & Co's WEX Position: Q1 2019 in Review

O'Brien Greene & Co sold out of WEX (WEX) in Q1 2019, closing a stake of 1,700 shares — an estimated $238K sold.

O'Brien Greene & Co first reported a position in WEX in Q4 2018 and held it in 1 quarter. The position peaked at $238K in Q4 2018. 338 funds tracked by Wall St. Rank hold WEX as of Q1 2019.

O'Brien Greene & Co reported no remaining WEX position as of Q1 2019 after selling out during the quarter.
O'Brien Greene & Co sold 1,700 WEX shares in Q1 2019, an estimated $238K.
O'Brien Greene & Co first reported a position in WEX in Q4 2018 and held it in 1 quarter.
O'Brien Greene & Co's WEX position peaked at $238K in Q4 2018.
338 funds tracked by Wall St. Rank held WEX as of Q1 2019.

Based on O'Brien Greene & Co's 13F filing for Q1 2019, filed 29 Apr 2019.