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Stonehage Fleming (UK)’s WEX WEX Stock Holding History

Stonehage Fleming (UK)’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
-332
Closed -$37K – 332
2014
Q3 		$37K Sell
332
-74
-18% -$8.13K 0.02% 196
2014
Q2 		$43K Buy
+406
New +$38.8K 0.02% 171

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 $3.37T AUM 44.26% 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

Stonehage Fleming (UK)'s WEX Position: Q4 2014 in Review

Stonehage Fleming (UK) sold out of WEX (WEX) in Q4 2014, closing a stake of 332 shares — an estimated $37K sold.

Stonehage Fleming (UK) first reported a position in WEX in Q2 2014 and held it in 2 quarters. The position peaked at $43K in Q2 2014. 236 funds tracked by Wall St. Rank hold WEX as of Q4 2014.

  • Stonehage Fleming (UK) reported no remaining WEX position as of Q4 2014 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 332 WEX shares in Q4 2014, an estimated $37K.
  • Stonehage Fleming (UK) first reported a position in WEX in Q2 2014 and held it in 2 quarters.
  • Stonehage Fleming (UK)'s WEX position peaked at $43K in Q2 2014.
  • 236 funds tracked by Wall St. Rank held WEX as of Q4 2014.

Based on Stonehage Fleming (UK)'s 13F filing for Q4 2014, filed 11 Oct 2019.