KT
WP

Kanaly Trust’s Worldpay, Inc. WP Stock Holding History

Kanaly Trust’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 		$6K Sell
93
-5
-5% -$289 ﹤0.01% 646
2016
Q3 		$6K Sell
98
-107
-52% -$5.94K ﹤0.01% 623
2016
Q2 		$12K Hold
205
– – ﹤0.01% 513
2016
Q1 		$11K Sell
205
-11
-5% -$538 ﹤0.01% 543
2015
Q4 		$10K Hold
216
– – ﹤0.01% 575
2015
Q3 		$10K Hold
216
– – ﹤0.01% 550
2015
Q2 		$8K Buy
+216
New +$8.57K ﹤0.01% 581

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

Kanaly Trust's WP Position: Q4 2016 in Review

Kanaly Trust reduced its Worldpay, Inc. (WP) stake by 5.1% in Q4 2016, selling an estimated $289 and leaving 93 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Kanaly Trust first reported a position in WP in Q2 2015 and has held it in 7 quarters since. The position peaked at $12K in Q2 2016. 387 funds tracked by Wall St. Rank hold WP as of Q4 2016.

  • Kanaly Trust held 93 shares of Worldpay, Inc. worth $6K as of Q4 2016.
  • Kanaly Trust sold 5 Worldpay, Inc. shares in Q4 2016, an estimated $289.
  • Worldpay, Inc. made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #646 holding.
  • Kanaly Trust first reported a position in Worldpay, Inc. in Q2 2015 and has held it in 7 quarters since.
  • Kanaly Trust's Worldpay, Inc. position peaked at $12K in Q2 2016.
  • 387 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.