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Sigma Capital Management’s WEX WEX Stock Holding History

Sigma Capital 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
2013
Q4 		– Sell
-60,000
Closed -$5.26M – 266
2013
Q3 		$5.26M Buy
60,000
+30,000
+100% +$2.54M 0.22% 121
2013
Q2 		$2.3M Buy
+30,000
New +$2.23M 0.11% 173

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Sigma Capital Management's WEX Position: Q4 2013 in Review

Sigma Capital Management sold out of WEX (WEX) in Q4 2013, closing a stake of 60,000 shares — an estimated $5.26M sold.

Sigma Capital Management first reported a position in WEX in Q2 2013 and held it in 2 quarters. The position peaked at $5.26M in Q3 2013. 207 funds tracked by Wall St. Rank hold WEX as of Q4 2013.

  • Sigma Capital Management reported no remaining WEX position as of Q4 2013 after selling out during the quarter.
  • Sigma Capital Management sold 60,000 WEX shares in Q4 2013, an estimated $5.26M.
  • Sigma Capital Management first reported a position in WEX in Q2 2013 and held it in 2 quarters.
  • Sigma Capital Management's WEX position peaked at $5.26M in Q3 2013.
  • 207 funds tracked by Wall St. Rank held WEX as of Q4 2013.

Based on Sigma Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.