BRWA
WP

B. Riley Wealth Advisors’s Worldpay, Inc. WP Stock Holding History

B. Riley Wealth Advisors’s Portfolio WP Stock Details WP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,366
Closed -$277K – 678
2017
Q3 		$277K Hold
4,366
– – 0.05% 401
2017
Q2 		$277K Sell
4,366
-1,445
-25% -$90.8K 0.05% 392
2017
Q1 		$374K Sell
5,811
-253
-4% -$16.1K 0.07% 287
2016
Q4 		$362K Sell
6,064
-155
-2% -$8.96K 0.07% 306
2016
Q3 		$351K Buy
6,219
+18
+0.3% +$1K 0.07% 358
2016
Q2 		$351K Sell
6,201
-111
-2% -$6K 0.07% 348
2016
Q1 		$340K Buy
6,312
+1,414
+29% +$69.2K 0.08% 315
2015
Q4 		$233K Buy
+4,898
New +$242K 0.05% 444

Other funds holding WP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

B. Riley Wealth Advisors's WP Position: Q4 2017 in Review

B. Riley Wealth Advisors sold out of Worldpay, Inc. (WP) in Q4 2017, closing a stake of 4,366 shares — an estimated $277K sold.

B. Riley Wealth Advisors first reported a position in WP in Q4 2015 and held it in 8 quarters. The position peaked at $374K in Q1 2017. 418 funds tracked by Wall St. Rank hold WP as of Q4 2017.

  • B. Riley Wealth Advisors reported no remaining Worldpay, Inc. position as of Q4 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,366 Worldpay, Inc. shares in Q4 2017, an estimated $277K.
  • B. Riley Wealth Advisors first reported a position in Worldpay, Inc. in Q4 2015 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Worldpay, Inc. position peaked at $374K in Q1 2017.
  • 418 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q4 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.