Berman Capital Advisors’s Worldpay, Inc. WP Stock Holding History

Berman Capital 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
2019 Q3	–	Sell	-347	Closed	-$42K	–	1675
2019 Q2	$42K	Buy	347 +21	+6%	+$2.49K	0.01%	337
2019 Q1	$37K	Buy	326 +185	+131%	+$16.8K	0.01%	325
2018 Q4	$10K	Buy	+141	New	+$12.3K	﹤0.01%	518

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

Berman Capital Advisors's WP Position: Q3 2019 in Review

Berman Capital Advisors sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 347 shares — an estimated $42K sold.

Berman Capital Advisors first reported a position in WP in Q4 2018 and held it in 3 quarters. The position peaked at $42K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Berman Capital Advisors reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Berman Capital Advisors sold 347 Worldpay, Inc. shares in Q3 2019, an estimated $42K.
Berman Capital Advisors first reported a position in Worldpay, Inc. in Q4 2018 and held it in 3 quarters.
Berman Capital Advisors's Worldpay, Inc. position peaked at $42K in Q2 2019.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.