Robert N. Shapiro’s WEX WEX Stock Holding History

Robert N. Shapiro’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
2013 Q4	–	Sell	-900	Closed	-$79K	–	919
2013 Q3	$79K	Hold	900	–	–	0.01%	459
2013 Q2	$69K	Buy	+900	New	+$66.8K	0.01%	472

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

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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Robert N. Shapiro's WEX Position: Q4 2013 in Review

Robert N. Shapiro sold out of WEX (WEX) in Q4 2013, closing a stake of 900 shares — an estimated $79K sold.

Robert N. Shapiro first reported a position in WEX in Q2 2013 and held it in 2 quarters. The position peaked at $79K in Q3 2013. 207 funds tracked by Wall St. Rank hold WEX as of Q4 2013.

Robert N. Shapiro reported no remaining WEX position as of Q4 2013 after selling out during the quarter.
Robert N. Shapiro sold 900 WEX shares in Q4 2013, an estimated $79K.
Robert N. Shapiro first reported a position in WEX in Q2 2013 and held it in 2 quarters.
Robert N. Shapiro's WEX position peaked at $79K in Q3 2013.
207 funds tracked by Wall St. Rank held WEX as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.