Clearstead Trust’s Worldpay, Inc. WP Stock Holding History

Clearstead Trust’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 Q1	–	Sell	-126	Closed	-$10K	–	236
2018 Q4	$10K	Buy	126 +64	+103%	+$5.57K	0.01%	187
2018 Q3	$6K	Buy	+62	New	+$5.66K	﹤0.01%	179

Other funds holding WP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Clearstead Trust's WP Position: Q1 2019 in Review

Clearstead Trust sold out of Worldpay, Inc. (WP) in Q1 2019, closing a stake of 126 shares — an estimated $10K sold.

Clearstead Trust first reported a position in WP in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 586 funds tracked by Wall St. Rank hold WP as of Q1 2019.

Clearstead Trust reported no remaining Worldpay, Inc. position as of Q1 2019 after selling out during the quarter.
Clearstead Trust sold 126 Worldpay, Inc. shares in Q1 2019, an estimated $10K.
Clearstead Trust first reported a position in Worldpay, Inc. in Q3 2018 and held it in 2 quarters.
Clearstead Trust's Worldpay, Inc. position peaked at $10K in Q4 2018.
586 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q1 2019.

Based on Clearstead Trust's 13F filing for Q1 2019, filed 13 May 2019.