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Winton Capital Management’s WEX WEX Stock Holding History

Winton Capital Management’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
Q1 		$922K Buy
9,700
+3,107
+47% +$285K 0.01% 537
2013
Q4 		$653K Sell
6,593
-715
-10% -$67.1K 0.01% 589
2013
Q3 		$641K Sell
7,308
-10,852
-60% -$917K 0.01% 571
2013
Q2 		$1.39M Buy
+18,160
New +$1.35M 0.02% 446

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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Winton Capital Management's WEX Position: Q1 2014 in Review

Winton Capital Management increased its WEX (WEX) stake by 47% in Q1 2014, buying an estimated $285K and bringing the position to 9,700 shares worth $922K. The position accounts for 0.01% of the portfolio, ranked #537.

Winton Capital Management first reported a position in WEX in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.39M in Q2 2013. 201 funds tracked by Wall St. Rank hold WEX as of Q1 2014.

  • Winton Capital Management held 9,700 shares of WEX worth $922K as of Q1 2014.
  • Winton Capital Management bought 3,107 WEX shares in Q1 2014, an estimated $285K.
  • WEX made up 0.01% of Winton Capital Management's portfolio in Q1 2014, its #537 holding.
  • Winton Capital Management first reported a position in WEX in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's WEX position peaked at $1.39M in Q2 2013.
  • 201 funds tracked by Wall St. Rank held WEX as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.