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Platinum Management’s WEX WEX Stock Holding History

Platinum 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
2014
Q2 		– Sell
-86,800
Closed -$8.25M – 140
2014
Q1 		$8.25M Buy
+86,800
New +$7.95M 3.9% 3
2013
Q4 		– Sell
-14,850
Closed -$1.3M – 97
2013
Q3 		$1.3M Buy
+14,850
New +$1.26M 0.7% 38

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Platinum Management's WEX Position: Q2 2014 in Review

Platinum Management sold out of WEX (WEX) in Q2 2014, closing a stake of 86,800 shares — an estimated $8.25M sold.

Platinum Management first reported a position in WEX in Q3 2013 and held it in 2 quarters. The position peaked at $8.25M in Q1 2014. 213 funds tracked by Wall St. Rank hold WEX as of Q2 2014.

  • Platinum Management reported no remaining WEX position as of Q2 2014 after selling out during the quarter.
  • Platinum Management sold 86,800 WEX shares in Q2 2014, an estimated $8.25M.
  • Platinum Management first reported a position in WEX in Q3 2013 and held it in 2 quarters.
  • Platinum Management's WEX position peaked at $8.25M in Q1 2014.
  • 213 funds tracked by Wall St. Rank held WEX as of Q2 2014.

Based on Platinum Management's 13F filing for Q2 2014, filed 14 Aug 2014.