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Capstone Asset Management’s WPP WPP Stock Holding History

Capstone Asset Management’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
2017
Q2 		$8.57M Sell
81,293
-252
-0.3% -$27.4K 0.24% 102
2017
Q1 		$8.92M Buy
81,545
+6,987
+9% +$784K 0.25% 96
2016
Q4 		$8.25M Buy
74,558
+1,244
+2% +$135K 0.24% 102
2016
Q3 		$8.63M Buy
73,314
+257
+0.4% +$29.3K 0.25% 93
2016
Q2 		$7.64M Sell
73,057
-16,583
-18% -$1.9M 0.23% 101
2016
Q1 		$10.4M Buy
89,640
+2,405
+3% +$259K 0.3% 79
2015
Q4 		$10M Sell
87,235
-1,873
-2% -$211K 0.29% 80
2015
Q3 		$9.27M Buy
89,108
+1,386
+2% +$151K 0.29% 85
2015
Q2 		$9.89M Buy
87,722
+45,569
+108% +$5.35M 0.28% 89
2015
Q1 		$4.8M Buy
42,153
+5,021
+14% +$563K 0.14% 186
2014
Q4 		$3.87M Buy
37,132
+15,659
+73% +$1.56M 0.11% 236
2014
Q3 		$2.16M Sell
21,473
-1,080
-5% -$112K 0.07% 317
2014
Q2 		$2.46M Buy
22,553
+1,460
+7% +$155K 0.08% 290
2014
Q1 		$2.17M Sell
21,093
-440
-2% -$47.2K 0.07% 338
2013
Q4 		$2.47M Sell
21,533
-520
-2% -$55.7K 0.07% 317
2013
Q3 		$2.27M Buy
22,053
+1,820
+9% +$171K 0.05% 402
2013
Q2 		$1.73M Buy
+20,233
New +$1.71M 0.05% 469

Other funds holding WPP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capstone Asset Management's WPP Position: Q2 2017 in Review

Capstone Asset Management reduced its WPP (WPP) stake by 0.31% in Q2 2017, selling an estimated $27.4K and leaving 81,293 shares worth $8.57M. The position accounts for 0.24% of the portfolio, ranked #102.

Capstone Asset Management first reported a position in WPP in Q2 2013 and has held it in 17 quarters since. The position peaked at $10.4M in Q1 2016. 207 funds tracked by Wall St. Rank hold WPP as of Q2 2017.

  • Capstone Asset Management held 81,293 shares of WPP worth $8.57M as of Q2 2017.
  • Capstone Asset Management sold 252 WPP shares in Q2 2017, an estimated $27.4K.
  • WPP made up 0.24% of Capstone Asset Management's portfolio in Q2 2017, its #102 holding.
  • Capstone Asset Management first reported a position in WPP in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's WPP position peaked at $10.4M in Q1 2016.
  • 207 funds tracked by Wall St. Rank held WPP as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.