Loring Wolcott & Coolidge Fiduciary Advisors’s Worldpay, Inc. WP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-5,206	Closed	-$638K	–	760
2019 Q2	$638K	Sell	5,206 -1,109	-18%	-$132K	0.01%	181
2019 Q1	$717K	Buy	6,315 +120	+2%	+$10.9K	0.01%	172
2018 Q4	$473K	Buy	+6,195	New	+$539K	0.01%	200
2018 Q1	–	Sell	-23	Closed	-$2K	–	808
2017 Q4	$2K	Hold	23	–	–	﹤0.01%	675
2017 Q3	$2K	Buy	+23	New	+$1.57K	﹤0.01%	684

Other funds holding WP

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AMCA

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

Loring Wolcott & Coolidge Fiduciary Advisors's WP Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 5,206 shares — an estimated $638K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WP in Q3 2017 and held it in 5 quarters. The position peaked at $717K in Q1 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 5,206 Worldpay, Inc. shares in Q3 2019, an estimated $638K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Worldpay, Inc. in Q3 2017 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Worldpay, Inc. position peaked at $717K in Q1 2019.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.