MWAC
WP
Mariner Wealth Advisors (Cincinnati)’s Worldpay, Inc. WP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $20.5M | Buy |
202,636
+11,385
| +6% | +$1.15M | 1.13% | 31 |
|
|
2018
Q2 | $15.6M | Buy |
191,251
+9,870
| +5% | +$807K | 0.93% | 45 |
|
|
2018
Q1 | $14.9M | Buy |
+181,381
| New | +$14.9M | 0.92% | 43 |
|
|
2016
Q4 | – | Sell |
-6,825
| Closed | -$384K | – | 263 |
|
|
2016
Q3 | $384K | Buy |
+6,825
| New | +$384K | 0.03% | 185 |
|