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Quest Investment Management’s WEX WEX Stock Holding History

Quest Investment 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
Q4 		– Sell
-2,508
Closed -$277K – 183
2014
Q3 		$277K Buy
+2,508
New +$276K 0.03% 185

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Quest Investment Management's WEX Position: Q4 2014 in Review

Quest Investment Management sold out of WEX (WEX) in Q4 2014, closing a stake of 2,508 shares — an estimated $277K sold.

Quest Investment Management first reported a position in WEX in Q3 2014 and held it in 1 quarter. The position peaked at $277K in Q3 2014. 236 funds tracked by Wall St. Rank hold WEX as of Q4 2014.

  • Quest Investment Management reported no remaining WEX position as of Q4 2014 after selling out during the quarter.
  • Quest Investment Management sold 2,508 WEX shares in Q4 2014, an estimated $277K.
  • Quest Investment Management first reported a position in WEX in Q3 2014 and held it in 1 quarter.
  • Quest Investment Management's WEX position peaked at $277K in Q3 2014.
  • 236 funds tracked by Wall St. Rank held WEX as of Q4 2014.

Based on Quest Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.