GIM
WP

Goelzer Investment Management’s Worldpay, Inc. WP Stock Holding History

Goelzer Investment 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
2014
Q2 		– Sell
-103,393
Closed -$3.13M – 194
2014
Q1 		$3.13M Sell
103,393
-182
-0.2% -$5.71K 0.56% 87
2013
Q4 		$3.38M Sell
103,575
-70
-0.1% -$2.03K 0.61% 73
2013
Q3 		$2.9M Sell
103,645
-96,135
-48% -$2.62M 0.59% 84
2013
Q2 		$5.51M Buy
+199,780
New +$4.95M 0.59% 79

Other funds holding WP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Goelzer Investment Management's WP Position: Q2 2014 in Review

Goelzer Investment Management sold out of Worldpay, Inc. (WP) in Q2 2014, closing a stake of 103,393 shares — an estimated $3.13M sold.

Goelzer Investment Management first reported a position in WP in Q2 2013 and held it in 4 quarters. The position peaked at $5.51M in Q2 2013. 230 funds tracked by Wall St. Rank hold WP as of Q2 2014.

  • Goelzer Investment Management reported no remaining Worldpay, Inc. position as of Q2 2014 after selling out during the quarter.
  • Goelzer Investment Management sold 103,393 Worldpay, Inc. shares in Q2 2014, an estimated $3.13M.
  • Goelzer Investment Management first reported a position in Worldpay, Inc. in Q2 2013 and held it in 4 quarters.
  • Goelzer Investment Management's Worldpay, Inc. position peaked at $5.51M in Q2 2013.
  • 230 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q2 2014.

Based on Goelzer Investment Management's 13F filing for Q2 2014, filed 25 Jul 2014.