Lenox Wealth Advisors’s Worldpay, Inc. WP Stock Holding History

Lenox Wealth 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
2019 Q3	–	Sell	-595	Closed	-$73K	–	652
2019 Q2	$73K	Buy	595 +316	+113%	+$37.5K	0.01%	127
2019 Q1	$32K	Hold	279	–	–	0.01%	164
2018 Q4	$21K	Hold	279	–	–	﹤0.01%	193
2018 Q3	$28K	Hold	279	–	–	0.01%	181
2018 Q2	$23K	Hold	279	–	–	0.01%	240
2018 Q1	$23K	Buy	+279	New	+$22.1K	0.01%	257
2014 Q1	–	Sell	-51	Closed	-$2K	–	360
2013 Q4	$2K	Buy	+51	New	+$1.48K	﹤0.01%	331

Other funds holding WP

Svenska Handelsbanken Stockholm, Sweden $1.38M AUM 61.04% 1-Year Est. Return

AMCA

Arthur M. Cohen & Associates Northbrook, Illinois $640M AUM 26.68% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Lenox Wealth Advisors's WP Position: Q3 2019 in Review

Lenox Wealth Advisors sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 595 shares — an estimated $73K sold.

Lenox Wealth Advisors first reported a position in WP in Q4 2013 and held it in 7 quarters. The position peaked at $73K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Lenox Wealth Advisors reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 595 Worldpay, Inc. shares in Q3 2019, an estimated $73K.
Lenox Wealth Advisors first reported a position in Worldpay, Inc. in Q4 2013 and held it in 7 quarters.
Lenox Wealth Advisors's Worldpay, Inc. position peaked at $73K in Q2 2019.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Lenox Wealth Advisors's 13F filing for Q3 2019, filed 2 Oct 2019.