Baystate Wealth Management’s Worldpay, Inc. WP Stock Holding History

Baystate 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	-70	Closed	-$9K	–	667
2019 Q2	$9K	Hold	70	–	–	﹤0.01%	382
2019 Q1	$8K	Hold	70	–	–	﹤0.01%	409
2018 Q4	$6K	Hold	70	–	–	﹤0.01%	434
2018 Q3	$6K	Hold	70	–	–	﹤0.01%	432
2018 Q2	$6K	Buy	70 +60	+600%	+$4.9K	﹤0.01%	441
2018 Q1	$1K	Buy	+10	New	+$793	﹤0.01%	658

Other funds holding WP

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

Baystate Wealth Management's WP Position: Q3 2019 in Review

Baystate Wealth Management sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 70 shares — an estimated $9K sold.

Baystate Wealth Management first reported a position in WP in Q1 2018 and held it in 6 quarters. The position peaked at $9K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Baystate Wealth Management reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Baystate Wealth Management sold 70 Worldpay, Inc. shares in Q3 2019, an estimated $9K.
Baystate Wealth Management first reported a position in Worldpay, Inc. in Q1 2018 and held it in 6 quarters.
Baystate Wealth Management's Worldpay, Inc. position peaked at $9K in Q2 2019.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Baystate Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.