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Pier Capital’s WEX WEX Stock Holding History

Pier Capital’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
2015
Q3 		– Sell
-48,583
Closed -$5.54M – 131
2015
Q2 		$5.54M Sell
48,583
-2,607
-5% -$296K 0.8% 87
2015
Q1 		$5.5M Sell
51,190
-4,349
-8% -$439K 0.83% 85
2014
Q4 		$5.49M Sell
55,539
-661
-1% -$70.4K 0.82% 82
2014
Q3 		$6.2M Buy
+56,200
New +$6.17M 0.99% 59

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Pier Capital's WEX Position: Q3 2015 in Review

Pier Capital sold out of WEX (WEX) in Q3 2015, closing a stake of 48,583 shares — an estimated $5.54M sold.

Pier Capital first reported a position in WEX in Q3 2014 and held it in 4 quarters. The position peaked at $6.2M in Q3 2014. 224 funds tracked by Wall St. Rank hold WEX as of Q3 2015.

  • Pier Capital reported no remaining WEX position as of Q3 2015 after selling out during the quarter.
  • Pier Capital sold 48,583 WEX shares in Q3 2015, an estimated $5.54M.
  • Pier Capital first reported a position in WEX in Q3 2014 and held it in 4 quarters.
  • Pier Capital's WEX position peaked at $6.2M in Q3 2014.
  • 224 funds tracked by Wall St. Rank held WEX as of Q3 2015.

Based on Pier Capital's 13F filing for Q3 2015, filed 10 Nov 2015.