Trustmark National Bank Trust Department’s WEX WEX Stock Holding History

Trustmark National Bank Trust Department’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
2019 Q3	–	Sell	-6	Closed	-$1K	–	547
2019 Q2	$1K	Sell	6 -68	-92%	-$13.7K	﹤0.01%	566
2019 Q1	$14K	Hold	74	–	–	﹤0.01%	445
2018 Q4	$11K	Hold	74	–	–	﹤0.01%	455
2018 Q3	$15K	Buy	+74	New	+$14.2K	﹤0.01%	457
2016 Q3	–	Sell	-2,292	Closed	-$203K	–	299
2016 Q2	$203K	Buy	+2,292	New	+$204K	0.03%	274

Other funds holding WEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Trustmark National Bank Trust Department's WEX Position: Q3 2019 in Review

Trustmark National Bank Trust Department sold out of WEX (WEX) in Q3 2019, closing a stake of 6 shares — an estimated $1K sold.

Trustmark National Bank Trust Department first reported a position in WEX in Q2 2016 and held it in 5 quarters. The position peaked at $203K in Q2 2016. 345 funds tracked by Wall St. Rank hold WEX as of Q3 2019.

Trustmark National Bank Trust Department reported no remaining WEX position as of Q3 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 6 WEX shares in Q3 2019, an estimated $1K.
Trustmark National Bank Trust Department first reported a position in WEX in Q2 2016 and held it in 5 quarters.
Trustmark National Bank Trust Department's WEX position peaked at $203K in Q2 2016.
345 funds tracked by Wall St. Rank held WEX as of Q3 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2019, filed 14 Nov 2019.