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

Lenox Wealth 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
2019 Q1	–	Sell	-65	Closed	-$5K	–	716
2018 Q4	$5K	Sell	65 -531	-89%	-$46.2K	﹤0.01%	477
2018 Q3	$12K	Buy	596 +531	+817%	+$48.5K	﹤0.01%	394
2018 Q2	$5K	Buy	+65	New	+$5.31K	﹤0.01%	440

Other funds holding WP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Lenox Wealth Management's WP Position: Q1 2019 in Review

Lenox Wealth Management sold out of Worldpay, Inc. (WP) in Q1 2019, closing a stake of 65 shares — an estimated $5K sold.

Lenox Wealth Management first reported a position in WP in Q2 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 586 funds tracked by Wall St. Rank hold WP as of Q1 2019.

Lenox Wealth Management reported no remaining Worldpay, Inc. position as of Q1 2019 after selling out during the quarter.
Lenox Wealth Management sold 65 Worldpay, Inc. shares in Q1 2019, an estimated $5K.
Lenox Wealth Management first reported a position in Worldpay, Inc. in Q2 2018 and held it in 3 quarters.
Lenox Wealth Management's Worldpay, Inc. position peaked at $12K in Q3 2018.
586 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q1 2019.

Based on Lenox Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.