BFO
WP

Boston Family Office’s Worldpay, Inc. WP Stock Holding History

Boston Family Office’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
-6,770
Closed -$830K – 260
2019
Q2 		$830K Sell
6,770
-50
-0.7% -$5.93K 0.09% 157
2019
Q1 		$774K Sell
6,820
-100
-1% -$9.07K 0.08% 157
2018
Q4 		$529K Buy
6,920
+450
+7% +$39.1K 0.07% 180
2018
Q3 		$655K Sell
6,470
-460
-7% -$42K 0.07% 174
2018
Q2 		$567K Buy
6,930
+350
+5% +$28.6K 0.06% 186
2018
Q1 		$541K Hold
6,580
– – 0.06% 188
2017
Q4 		$484K Sell
6,580
-150
-2% -$10.7K 0.05% 199
2017
Q3 		$474K Hold
6,730
– – 0.05% 201
2017
Q2 		$426K Sell
6,730
-175
-3% -$11K 0.05% 205
2017
Q1 		$443K Hold
6,905
– – 0.05% 194
2016
Q4 		$412K Buy
6,905
+300
+5% +$17.3K 0.05% 197
2016
Q3 		$372K Sell
6,605
-1,150
-15% -$63.9K 0.05% 201
2016
Q2 		$439K Buy
+7,755
New +$419K 0.06% 190

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

Boston Family Office's WP Position: Q3 2019 in Review

Boston Family Office sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 6,770 shares — an estimated $830K sold.

Boston Family Office first reported a position in WP in Q2 2016 and held it in 13 quarters. The position peaked at $830K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Boston Family Office reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Boston Family Office sold 6,770 Worldpay, Inc. shares in Q3 2019, an estimated $830K.
  • Boston Family Office first reported a position in Worldpay, Inc. in Q2 2016 and held it in 13 quarters.
  • Boston Family Office's Worldpay, Inc. position peaked at $830K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Boston Family Office's 13F filing for Q3 2019, filed 12 Nov 2019.