FineMark National Bank & Trust’s Worldpay, Inc. WP Stock Holding History

FineMark National Bank & 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
2017 Q1	–	Sell	-171	Closed	-$11K	–	1159
2016 Q4	$11K	Hold	171	–	–	﹤0.01%	942
2016 Q3	$9K	Hold	171	–	–	﹤0.01%	971
2016 Q2	$9K	Sell	171 -185	-52%	-$10K	﹤0.01%	980
2016 Q1	$19K	Buy	356 +245	+221%	+$12K	﹤0.01%	795
2015 Q4	$5K	Hold	111	–	–	﹤0.01%	1061
2015 Q3	$5K	Hold	111	–	–	﹤0.01%	1104
2015 Q2	$4K	Hold	111	–	–	﹤0.01%	1167
2015 Q1	$4K	Sell	111 -2,502	-96%	-$90.5K	﹤0.01%	1170
2014 Q4	$89K	Sell	2,613 -796	-23%	-$25.7K	0.01%	512
2014 Q3	$105K	Sell	3,409 -163	-5%	-$5.29K	0.02%	467
2014 Q2	$120K	Buy	3,572 +106	+3%	+$3.27K	0.02%	430
2014 Q1	$105K	Buy	3,466 +793	+30%	+$24.9K	0.02%	447
2013 Q4	$87K	Buy	2,673 +2,517	+1,613%	+$72.9K	0.02%	462
2013 Q3	$4K	Buy	+156	New	+$4.25K	﹤0.01%	1163

Other funds holding WP

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

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

FineMark National Bank & Trust's WP Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Worldpay, Inc. (WP) in Q1 2017, closing a stake of 171 shares — an estimated $11K sold.

FineMark National Bank & Trust first reported a position in WP in Q3 2013 and held it in 14 quarters. The position peaked at $120K in Q2 2014. 390 funds tracked by Wall St. Rank hold WP as of Q1 2017.

FineMark National Bank & Trust reported no remaining Worldpay, Inc. position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 171 Worldpay, Inc. shares in Q1 2017, an estimated $11K.
FineMark National Bank & Trust first reported a position in Worldpay, Inc. in Q3 2013 and held it in 14 quarters.
FineMark National Bank & Trust's Worldpay, Inc. position peaked at $120K in Q2 2014.
390 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.