WEC
WEX icon

Winslow Evans & Crocker’s WEX WEX Stock Holding History

Winslow Evans & Crocker’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
2018
Q4 		– Sell
-1,226
Closed -$246K – 1133
2018
Q3 		$246K Buy
1,226
+150
+14% +$28.8K 0.07% 243
2018
Q2 		$206K Buy
+1,076
New +$188K 0.06% 250

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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 $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Winslow Evans & Crocker's WEX Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of WEX (WEX) in Q4 2018, closing a stake of 1,226 shares — an estimated $246K sold.

Winslow Evans & Crocker first reported a position in WEX in Q2 2018 and held it in 2 quarters. The position peaked at $246K in Q3 2018. 344 funds tracked by Wall St. Rank hold WEX as of Q4 2018.

  • Winslow Evans & Crocker reported no remaining WEX position as of Q4 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,226 WEX shares in Q4 2018, an estimated $246K.
  • Winslow Evans & Crocker first reported a position in WEX in Q2 2018 and held it in 2 quarters.
  • Winslow Evans & Crocker's WEX position peaked at $246K in Q3 2018.
  • 344 funds tracked by Wall St. Rank held WEX as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.