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Intercontinental Wealth Advisors’s WPP WPP Stock Holding History

Intercontinental Wealth Advisors’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,209
Closed -$235K – 451
2018
Q3 		$235K Buy
3,209
+244
+8% +$19K 0.12% 119
2018
Q2 		$233K Hold
2,965
– – 0.13% 114
2018
Q1 		$236K Buy
2,965
+134
+5% +$11.9K 0.14% 114
2017
Q4 		$256K Buy
2,831
+368
+15% +$32.6K 0.14% 115
2017
Q3 		$229K Buy
+2,463
New +$241K 0.14% 111

Other funds holding WPP

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intercontinental Wealth Advisors's WPP Position: Q4 2018 in Review

Intercontinental Wealth Advisors sold out of WPP (WPP) in Q4 2018, closing a stake of 3,209 shares — an estimated $235K sold.

Intercontinental Wealth Advisors first reported a position in WPP in Q3 2017 and held it in 5 quarters. The position peaked at $256K in Q4 2017. 200 funds tracked by Wall St. Rank hold WPP as of Q4 2018.

  • Intercontinental Wealth Advisors reported no remaining WPP position as of Q4 2018 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 3,209 WPP shares in Q4 2018, an estimated $235K.
  • Intercontinental Wealth Advisors first reported a position in WPP in Q3 2017 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's WPP position peaked at $256K in Q4 2017.
  • 200 funds tracked by Wall St. Rank held WPP as of Q4 2018.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.