ZIM
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Zacks Investment Management’s WEX WEX Stock Holding History

Zacks Investment 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
2019
Q1 		– Sell
-6,136
Closed -$859K – 603
2018
Q4 		$859K Sell
6,136
-143
-2% -$23.5K 0.02% 376
2018
Q3 		$1.26M Buy
6,279
+303
+5% +$58.1K 0.03% 358
2018
Q2 		$1.14M Buy
+5,976
New +$1.04M 0.02% 394
2017
Q2 		– Sell
-12,126
Closed -$1.25M – 694
2017
Q1 		$1.25M Sell
12,126
-1,328
-10% -$147K 0.03% 309
2016
Q4 		$1.5M Sell
13,454
-11,260
-46% -$1.22M 0.04% 245
2016
Q3 		$2.67M Buy
24,714
+1,757
+8% +$172K 0.08% 177
2016
Q2 		$2.04M Buy
+22,957
New +$2.05M 0.06% 198

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Zacks Investment Management's WEX Position: Q1 2019 in Review

Zacks Investment Management sold out of WEX (WEX) in Q1 2019, closing a stake of 6,136 shares — an estimated $859K sold.

Zacks Investment Management first reported a position in WEX in Q2 2016 and held it in 7 quarters. The position peaked at $2.67M in Q3 2016. 339 funds tracked by Wall St. Rank hold WEX as of Q1 2019.

  • Zacks Investment Management reported no remaining WEX position as of Q1 2019 after selling out during the quarter.
  • Zacks Investment Management sold 6,136 WEX shares in Q1 2019, an estimated $859K.
  • Zacks Investment Management first reported a position in WEX in Q2 2016 and held it in 7 quarters.
  • Zacks Investment Management's WEX position peaked at $2.67M in Q3 2016.
  • 339 funds tracked by Wall St. Rank held WEX as of Q1 2019.

Based on Zacks Investment Management's 13F filing for Q1 2019, filed 15 May 2019.