Gideon Capital Advisors’s Worldpay, Inc. WP Stock Holding History

Gideon Capital 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
2019 Q3	–	Sell	-10,037	Closed	-$1.23M	–	428
2019 Q2	$1.23M	Buy	+10,037	New	+$1.19M	0.42%	83
2018 Q3	–	Sell	-3,475	Closed	-$284K	–	539
2018 Q2	$284K	Buy	+3,475	New	+$284K	0.14%	270
2018 Q1	–	Sell	-3,763	Closed	-$277K	–	510
2017 Q4	$277K	Buy	+3,763	New	+$269K	0.24%	183
2016 Q2	–	Sell	-33,901	Closed	-$1.83M	–	265
2016 Q1	$1.83M	Buy	33,901 +22,405	+195%	+$1.1M	2.28%	3
2015 Q4	$545K	Buy	11,496 +1,996	+21%	+$98.4K	0.4%	98
2015 Q3	$427K	Sell	9,500 -834	-8%	-$36K	0.25%	132
2015 Q2	$395K	Buy	+10,334	New	+$410K	0.16%	167

Other funds holding WP

Svenska Handelsbanken Stockholm, Sweden $1.38M AUM 61.04% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AMCA

Arthur M. Cohen & Associates Northbrook, Illinois $563M AUM 20.97% 1-Year Est. Return

Gideon Capital Advisors's WP Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 10,037 shares — an estimated $1.23M sold.

Gideon Capital Advisors first reported a position in WP in Q2 2015 and held it in 7 quarters. The position peaked at $1.83M in Q1 2016. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Gideon Capital Advisors reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 10,037 Worldpay, Inc. shares in Q3 2019, an estimated $1.23M.
Gideon Capital Advisors first reported a position in Worldpay, Inc. in Q2 2015 and held it in 7 quarters.
Gideon Capital Advisors's Worldpay, Inc. position peaked at $1.83M in Q1 2016.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.