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Thornburg Investment Management’s WEX WEX Stock Holding History

Thornburg 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
2016
Q1 		– Sell
-144,133
Closed -$12.7M – 290
2015
Q4 		$12.7M Buy
+144,133
New +$13.1M 0.08% 190

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Thornburg Investment Management's WEX Position: Q1 2016 in Review

Thornburg Investment Management sold out of WEX (WEX) in Q1 2016, closing a stake of 144,133 shares — an estimated $12.7M sold.

Thornburg Investment Management first reported a position in WEX in Q4 2015 and held it in 1 quarter. The position peaked at $12.7M in Q4 2015. 209 funds tracked by Wall St. Rank hold WEX as of Q1 2016.

  • Thornburg Investment Management reported no remaining WEX position as of Q1 2016 after selling out during the quarter.
  • Thornburg Investment Management sold 144,133 WEX shares in Q1 2016, an estimated $12.7M.
  • Thornburg Investment Management first reported a position in WEX in Q4 2015 and held it in 1 quarter.
  • Thornburg Investment Management's WEX position peaked at $12.7M in Q4 2015.
  • 209 funds tracked by Wall St. Rank held WEX as of Q1 2016.

Based on Thornburg Investment Management's 13F filing for Q1 2016, filed 12 May 2016.