Beach Investment Counsel’s WPP WPP Stock Holding History

Beach Investment Counsel’s Portfolio WPP Stock Details WPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-4,100	Closed	-$257K	–	148
2019 Q3	$257K	Sell	4,100 -400	-9%	-$23.9K	0.03%	135
2019 Q2	$283K	Hold	4,500	–	–	0.03%	133
2019 Q1	$238K	Hold	4,500	–	–	0.03%	141
2018 Q4	$258K	Sell	4,500 -14,830	-77%	-$884K	0.03%	135
2018 Q3	$1.42M	Hold	19,330	–	–	0.14%	85
2018 Q2	$1.52M	Hold	19,330	–	–	0.16%	84
2018 Q1	$1.54M	Sell	19,330 -250	-1%	-$22.2K	0.16%	87
2017 Q4	$1.77M	Sell	19,580 -5,275	-21%	-$467K	0.17%	84
2017 Q3	$2.31M	Hold	24,855	–	–	0.24%	70
2017 Q2	$2.62M	Hold	24,855	–	–	0.27%	64
2017 Q1	$2.72M	Sell	24,855 -32,630	-57%	-$3.66M	0.29%	64
2016 Q4	$6.36M	Buy	57,485 +32,380	+129%	+$3.51M	0.73%	37
2016 Q3	$2.96M	Hold	25,105	–	–	0.34%	50
2016 Q2	$2.62M	Hold	25,105	–	–	0.31%	58
2016 Q1	$2.92M	Hold	25,105	–	–	0.33%	61
2015 Q4	$2.88M	Buy	25,105 +5,750	+30%	+$648K	0.33%	61
2015 Q3	$2.01M	Buy	+19,355	New	+$2.11M	0.25%	69

Other funds holding WPP

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beach Investment Counsel's WPP Position: Q4 2019 in Review

Beach Investment Counsel sold out of WPP (WPP) in Q4 2019, closing a stake of 4,100 shares — an estimated $257K sold.

Beach Investment Counsel first reported a position in WPP in Q3 2015 and held it in 17 quarters. The position peaked at $6.36M in Q4 2016. 192 funds tracked by Wall St. Rank hold WPP as of Q4 2019.

Beach Investment Counsel reported no remaining WPP position as of Q4 2019 after selling out during the quarter.
Beach Investment Counsel sold 4,100 WPP shares in Q4 2019, an estimated $257K.
Beach Investment Counsel first reported a position in WPP in Q3 2015 and held it in 17 quarters.
Beach Investment Counsel's WPP position peaked at $6.36M in Q4 2016.
192 funds tracked by Wall St. Rank held WPP as of Q4 2019.

Based on Beach Investment Counsel's 13F filing for Q4 2019, filed 6 Feb 2020.