SFS
WAGE

Sowell Financial Services’s WageWorks, Inc. WAGE Stock Holding History

Sowell Financial Services’s Portfolio WAGE Stock Details WAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-86
Closed -$6K – 618
2016
Q4 		$6K Buy
+86
New +$5.78K ﹤0.01% 528

Other funds holding WAGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sowell Financial Services's WAGE Position: Q1 2017 in Review

Sowell Financial Services sold out of WageWorks, Inc. (WAGE) in Q1 2017, closing a stake of 86 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in WAGE in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 236 funds tracked by Wall St. Rank hold WAGE as of Q1 2017.

  • Sowell Financial Services reported no remaining WageWorks, Inc. position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 86 WageWorks, Inc. shares in Q1 2017, an estimated $6K.
  • Sowell Financial Services first reported a position in WageWorks, Inc. in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's WageWorks, Inc. position peaked at $6K in Q4 2016.
  • 236 funds tracked by Wall St. Rank held WageWorks, Inc. as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.