Pagoda Asset Management’s WEX WEX Stock Holding History

Pagoda 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
2018 Q1	–	Sell	-95,497	Closed	-$13.5M	–	32
2017 Q4	$13.5M	Buy	+95,497	New	+$12M	4.5%	8

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 $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

Pagoda Asset Management's WEX Position: Q1 2018 in Review

Pagoda Asset Management sold out of WEX (WEX) in Q1 2018, closing a stake of 95,497 shares — an estimated $13.5M sold.

Pagoda Asset Management first reported a position in WEX in Q4 2017 and held it in 1 quarter. The position peaked at $13.5M in Q4 2017. 279 funds tracked by Wall St. Rank hold WEX as of Q1 2018.

Pagoda Asset Management reported no remaining WEX position as of Q1 2018 after selling out during the quarter.
Pagoda Asset Management sold 95,497 WEX shares in Q1 2018, an estimated $13.5M.
Pagoda Asset Management first reported a position in WEX in Q4 2017 and held it in 1 quarter.
Pagoda Asset Management's WEX position peaked at $13.5M in Q4 2017.
279 funds tracked by Wall St. Rank held WEX as of Q1 2018.

Based on Pagoda Asset Management's 13F filing for Q1 2018, filed 15 May 2018.