CWM
WP

Cornerstone Wealth Management’s Worldpay, Inc. WP Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-7,901
Closed -$563K – 429
2017
Q3 		$563K Buy
+7,901
New +$538K 0.12% 182

Other funds holding WP

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Cornerstone Wealth Management's WP Position: Q4 2017 in Review

Cornerstone Wealth Management sold out of Worldpay, Inc. (WP) in Q4 2017, closing a stake of 7,901 shares — an estimated $563K sold.

Cornerstone Wealth Management first reported a position in WP in Q3 2017 and held it in 1 quarter. The position peaked at $563K in Q3 2017. 418 funds tracked by Wall St. Rank hold WP as of Q4 2017.

  • Cornerstone Wealth Management reported no remaining Worldpay, Inc. position as of Q4 2017 after selling out during the quarter.
  • Cornerstone Wealth Management sold 7,901 Worldpay, Inc. shares in Q4 2017, an estimated $563K.
  • Cornerstone Wealth Management first reported a position in Worldpay, Inc. in Q3 2017 and held it in 1 quarter.
  • Cornerstone Wealth Management's Worldpay, Inc. position peaked at $563K in Q3 2017.
  • 418 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q4 2017.

Based on Cornerstone Wealth Management's 13F filing for Q4 2017, filed 9 Feb 2018.