Clear Perspective Advisors’s Worldpay, Inc. WP Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-1,285	Closed	-$105K	–	475
2018 Q2	$105K	Hold	1,285	–	–	0.07%	187
2018 Q1	$106K	Hold	1,285	–	–	0.08%	183
2017 Q4	$95K	Hold	1,285	–	–	0.07%	192
2017 Q3	$91K	Hold	1,285	–	–	0.07%	191
2017 Q2	$81K	Hold	1,285	–	–	0.07%	184
2017 Q1	$82K	Hold	1,285	–	–	0.05%	175
2016 Q4	$77K	Buy	+1,285	New	+$74.3K	0.05%	177

Other funds holding WP

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clear Perspective Advisors's WP Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Worldpay, Inc. (WP) in Q3 2018, closing a stake of 1,285 shares — an estimated $105K sold.

Clear Perspective Advisors first reported a position in WP in Q4 2016 and held it in 7 quarters. The position peaked at $106K in Q1 2018. 563 funds tracked by Wall St. Rank hold WP as of Q3 2018.

Clear Perspective Advisors reported no remaining Worldpay, Inc. position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,285 Worldpay, Inc. shares in Q3 2018, an estimated $105K.
Clear Perspective Advisors first reported a position in Worldpay, Inc. in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Worldpay, Inc. position peaked at $106K in Q1 2018.
563 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.