WCBA
WEX icon

Weaver C. Barksdale & Associates’s WEX WEX Stock Holding History

Weaver C. Barksdale & Associates’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
Q4 		$7K Sell
52
-8
-13% -$1K 0.01% 341
2017
Q3 		$7K Buy
60
+5
+9% +$542 0.01% 340
2017
Q2 		$6K Sell
55
-14
-20% -$1.44K 0.01% 358
2017
Q1 		$7K Buy
69
+20
+41% +$2.22K 0.01% 343
2016
Q4 		$5K Buy
49
+5
+11% +$541 0.01% 385
2016
Q3 		$5K Hold
44
– – 0.01% 386
2016
Q2 		$4K Hold
44
– – 0.01% 396
2016
Q1 		$4K Hold
44
– – ﹤0.01% 417
2015
Q4 		$4K Buy
44
+5
+13% +$454 ﹤0.01% 419
2015
Q3 		$3K Hold
39
– – ﹤0.01% 460
2015
Q2 		$4K Hold
39
– – ﹤0.01% 429
2015
Q1 		$4K Hold
39
– – ﹤0.01% 433
2014
Q4 		$4K Buy
39
+5
+15% +$533 ﹤0.01% 419
2014
Q3 		$4K Hold
34
– – ﹤0.01% 416
2014
Q2 		$4K Hold
34
– – ﹤0.01% 424
2014
Q1 		$3K Hold
34
– – ﹤0.01% 467
2013
Q4 		$3K Hold
34
– – ﹤0.01% 468
2013
Q3 		$3K Hold
34
– – ﹤0.01% 461
2013
Q2 		$3K Buy
+34
New +$2.52K ﹤0.01% 452

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return