BCWM
WP

Bartlett & Co Wealth Management’s Worldpay, Inc. WP Stock Holding History

Bartlett & Co Wealth Management’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
2019
Q3 		– Sell
-190,373
Closed -$23.3M – 963
2019
Q2 		$23.3M Sell
190,373
-2,362
-1% -$280K 0.87% 44
2019
Q1 		$21.9M Buy
192,735
+8,290
+4% +$752K 0.84% 48
2018
Q4 		$14.1M Buy
184,445
+6,373
+4% +$554K 0.6% 53
2018
Q3 		$18M Buy
178,072
+5,007
+3% +$457K 0.68% 53
2018
Q2 		$14.2M Buy
173,065
+11,265
+7% +$921K 0.58% 58
2018
Q1 		$13.3M Buy
+161,800
New +$12.8M 0.55% 59

Other funds holding WP

SH
Svenska Handelsbanken Stockholm, Sweden $1.38M AUM 61.04% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AMCA
Arthur M. Cohen & Associates Northbrook, Illinois $563M AUM 20.97% 1-Year Est. Return