WFG Advisors’s WEX WEX Stock Holding History

WFG Advisors’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
2013 Q3	–	Sell	-40	Closed	-$3K	–	2265
2013 Q2	$3K	Buy	+40	New	+$2.97K	﹤0.01%	1798

Other funds holding WEX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

WFG Advisors's WEX Position: Q3 2013 in Review

WFG Advisors sold out of WEX (WEX) in Q3 2013, closing a stake of 40 shares — an estimated $3K sold.

WFG Advisors first reported a position in WEX in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 204 funds tracked by Wall St. Rank hold WEX as of Q3 2013.

WFG Advisors reported no remaining WEX position as of Q3 2013 after selling out during the quarter.
WFG Advisors sold 40 WEX shares in Q3 2013, an estimated $3K.
WFG Advisors first reported a position in WEX in Q2 2013 and held it in 1 quarter.
WFG Advisors's WEX position peaked at $3K in Q2 2013.
204 funds tracked by Wall St. Rank held WEX as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.