Winfield Associates’s WEX WEX Stock Holding History

Winfield 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 Q3	–	Sell	-33	Closed	-$3K	–	900
2017 Q2	$3K	Buy	+33	New	+$3.4K	﹤0.01%	647

Other funds holding WEX

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Winfield Associates's WEX Position: Q3 2017 in Review

Winfield Associates sold out of WEX (WEX) in Q3 2017, closing a stake of 33 shares — an estimated $3K sold.

Winfield Associates first reported a position in WEX in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 221 funds tracked by Wall St. Rank hold WEX as of Q3 2017.

Winfield Associates reported no remaining WEX position as of Q3 2017 after selling out during the quarter.
Winfield Associates sold 33 WEX shares in Q3 2017, an estimated $3K.
Winfield Associates first reported a position in WEX in Q2 2017 and held it in 1 quarter.
Winfield Associates's WEX position peaked at $3K in Q2 2017.
221 funds tracked by Wall St. Rank held WEX as of Q3 2017.

Based on Winfield Associates's 13F filing for Q3 2017, filed 6 Nov 2017.