Cavalier Investments’s Worldpay, Inc. WP Stock Holding History

Cavalier Investments’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
2017 Q3	–	Sell	-10,500	Closed	-$673K	–	198
2017 Q2	$673K	Hold	10,500	–	–	0.37%	62
2017 Q1	$673K	Hold	10,500	–	–	0.38%	62
2016 Q4	$626K	Hold	10,500	–	–	0.4%	49
2016 Q3	$591K	Hold	10,500	–	–	0.36%	62
2016 Q2	$594K	Hold	10,500	–	–	0.35%	64
2016 Q1	$566K	Buy	+10,500	New	+$514K	0.32%	55

Other funds holding WP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cavalier Investments's WP Position: Q3 2017 in Review

Cavalier Investments sold out of Worldpay, Inc. (WP) in Q3 2017, closing a stake of 10,500 shares — an estimated $673K sold.

Cavalier Investments first reported a position in WP in Q1 2016 and held it in 6 quarters. The position peaked at $673K in Q2 2017. 437 funds tracked by Wall St. Rank hold WP as of Q3 2017.

Cavalier Investments reported no remaining Worldpay, Inc. position as of Q3 2017 after selling out during the quarter.
Cavalier Investments sold 10,500 Worldpay, Inc. shares in Q3 2017, an estimated $673K.
Cavalier Investments first reported a position in Worldpay, Inc. in Q1 2016 and held it in 6 quarters.
Cavalier Investments's Worldpay, Inc. position peaked at $673K in Q2 2017.
437 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.