Glassman Wealth Services’s Worldpay, Inc. WP Stock Holding History

Glassman Wealth Services’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	-18	Closed	-$2K	–	1562
2019 Q2	$2K	Buy	18 +10	+125%	+$1.19K	﹤0.01%	780
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	988
2018 Q4	$1K	Buy	8 +5	+167%	+$435	﹤0.01%	737
2018 Q3	$0	Hold	3	–	–	﹤0.01%	1026
2018 Q2	$0	Hold	3	–	–	﹤0.01%	1026
2018 Q1	$0	Buy	+3	New	+$238	﹤0.01%	1008

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

Glassman Wealth Services's WP Position: Q3 2019 in Review

Glassman Wealth Services sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 18 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in WP in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Glassman Wealth Services reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Glassman Wealth Services sold 18 Worldpay, Inc. shares in Q3 2019, an estimated $2K.
Glassman Wealth Services first reported a position in Worldpay, Inc. in Q1 2018 and held it in 6 quarters.
Glassman Wealth Services's Worldpay, Inc. position peaked at $2K in Q2 2019.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Glassman Wealth Services's 13F filing for Q3 2019, filed 1 Nov 2019.