IFAM
WP

Institutional & Family Asset Management’s Worldpay, Inc. WP Stock Holding History

Institutional & Family Asset 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
2018
Q3 		– Sell
-20
Closed -$2K – 892
2018
Q2 		$2K Hold
20
– – ﹤0.01% 763
2018
Q1 		$2K Buy
+20
New +$1.59K ﹤0.01% 751

Other funds holding WP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Institutional & Family Asset Management's WP Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of Worldpay, Inc. (WP) in Q3 2018, closing a stake of 20 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in WP in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 563 funds tracked by Wall St. Rank hold WP as of Q3 2018.

  • Institutional & Family Asset Management reported no remaining Worldpay, Inc. position as of Q3 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 20 Worldpay, Inc. shares in Q3 2018, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Worldpay, Inc. in Q1 2018 and held it in 2 quarters.
  • Institutional & Family Asset Management's Worldpay, Inc. position peaked at $2K in Q2 2018.
  • 563 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.