CFA
WP

Camarda Financial Advisors’s Worldpay, Inc. WP Stock Holding History

Camarda Financial 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
2016
Q3 		– Sell
-883
Closed -$50K – 270
2016
Q2 		$50K Sell
883
-3,568
-80% -$193K 0.03% 140
2016
Q1 		$240K Buy
+4,451
New +$218K 0.15% 108

Other funds holding WP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Camarda Financial Advisors's WP Position: Q3 2016 in Review

Camarda Financial Advisors sold out of Worldpay, Inc. (WP) in Q3 2016, closing a stake of 883 shares — an estimated $50K sold.

Camarda Financial Advisors first reported a position in WP in Q1 2016 and held it in 2 quarters. The position peaked at $240K in Q1 2016. 374 funds tracked by Wall St. Rank hold WP as of Q3 2016.

  • Camarda Financial Advisors reported no remaining Worldpay, Inc. position as of Q3 2016 after selling out during the quarter.
  • Camarda Financial Advisors sold 883 Worldpay, Inc. shares in Q3 2016, an estimated $50K.
  • Camarda Financial Advisors first reported a position in Worldpay, Inc. in Q1 2016 and held it in 2 quarters.
  • Camarda Financial Advisors's Worldpay, Inc. position peaked at $240K in Q1 2016.
  • 374 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2016.

Based on Camarda Financial Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.