WIM
WEX icon

Waverton Investment Management’s WEX WEX Stock Holding History

Waverton 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
2017
Q2 		– Sell
-16,711
Closed -$1.73M – 98
2017
Q1 		$1.73M Sell
16,711
-15
-0.1% -$1.67K 0.11% 61
2016
Q4 		$1.87M Buy
16,726
+2,610
+18% +$282K 0.12% 71
2016
Q3 		$1.53M Hold
14,116
– – 0.1% 71
2016
Q2 		$1.25M Hold
14,116
– – 0.09% 81
2016
Q1 		$1.18M Hold
14,116
– – 0.09% 90
2015
Q4 		$1.25M Sell
14,116
-3,100
-18% -$281K 0.09% 86
2015
Q3 		$1.5M Hold
17,216
– – 0.12% 78
2015
Q2 		$1.96M Hold
17,216
– – 0.15% 73
2015
Q1 		$1.85M Sell
17,216
-1,900
-10% -$192K 0.13% 66
2014
Q4 		$1.89M Sell
19,116
-11,700
-38% -$1.25M 0.13% 70
2014
Q3 		$3.4M Sell
30,816
-58,134
-65% -$6.39M 0.23% 57
2014
Q2 		$9.34M Sell
88,950
-41,340
-32% -$3.95M 0.61% 40
2014
Q1 		$12.4M Buy
130,290
+13,450
+12% +$1.23M 0.59% 39
2013
Q4 		$11.6M Buy
116,840
+9,500
+9% +$892K 0.59% 37
2013
Q3 		$9.42M Buy
107,340
+35,860
+50% +$3.03M 0.55% 39
2013
Q2 		$5.48M Buy
+71,480
New +$5.31M 0.48% 40

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return