WIL
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Winifred I. Li’s WEX WEX Stock Holding History

Winifred I. Li’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
2014
Q4 		$59K Hold
600
– – 0.06% 260
2014
Q3 		$66K Sell
600
-420
-41% -$46.1K 0.06% 244
2014
Q2 		$107K Hold
1,020
– – 0.09% 190
2014
Q1 		$97K Hold
1,020
– – 0.08% 198
2013
Q4 		$101K Hold
1,020
– – 0.09% 186
2013
Q3 		$90K Hold
1,020
– – 0.08% 197
2013
Q2 		$78K Buy
+1,020
New +$75.7K 0.07% 211

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Winifred I. Li's WEX Position: Q4 2014 in Review

Winifred I. Li held its WEX (WEX) position steady in Q4 2014 at 600 shares worth $59K. The position accounts for 0.06% of the portfolio, ranked #260.

Winifred I. Li first reported a position in WEX in Q2 2013 and has held it in 7 quarters since. The position peaked at $107K in Q2 2014. 236 funds tracked by Wall St. Rank hold WEX as of Q4 2014.

  • Winifred I. Li held 600 shares of WEX worth $59K as of Q4 2014.
  • Winifred I. Li left its WEX share count unchanged in Q4 2014.
  • WEX made up 0.06% of Winifred I. Li's portfolio in Q4 2014, its #260 holding.
  • Winifred I. Li first reported a position in WEX in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's WEX position peaked at $107K in Q2 2014.
  • 236 funds tracked by Wall St. Rank held WEX as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.