JFA
WP

JNBA Financial Advisors’s Worldpay, Inc. WP Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-269
Closed -$15K – 1562
2016
Q3 		$15K Buy
+269
New +$14.9K ﹤0.01% 912

Other funds holding WP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JNBA Financial Advisors's WP Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Worldpay, Inc. (WP) in Q4 2016, closing a stake of 269 shares — an estimated $15K sold.

JNBA Financial Advisors first reported a position in WP in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 387 funds tracked by Wall St. Rank hold WP as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Worldpay, Inc. position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 269 Worldpay, Inc. shares in Q4 2016, an estimated $15K.
  • JNBA Financial Advisors first reported a position in Worldpay, Inc. in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Worldpay, Inc. position peaked at $15K in Q3 2016.
  • 387 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.