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Matrix Asset Advisors’s WPP WPP Stock Holding History

Matrix Asset Advisors’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-33,737
Closed -$3.06M – 68
2017
Q4 		$3.06M Buy
33,737
+4,795
+17% +$425K 0.48% 47
2017
Q3 		$2.69M Buy
+28,942
New +$2.84M 0.44% 48

Other funds holding WPP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Matrix Asset Advisors's WPP Position: Q1 2018 in Review

Matrix Asset Advisors sold out of WPP (WPP) in Q1 2018, closing a stake of 33,737 shares — an estimated $3.06M sold.

Matrix Asset Advisors first reported a position in WPP in Q3 2017 and held it in 2 quarters. The position peaked at $3.06M in Q4 2017. 251 funds tracked by Wall St. Rank hold WPP as of Q1 2018.

  • Matrix Asset Advisors reported no remaining WPP position as of Q1 2018 after selling out during the quarter.
  • Matrix Asset Advisors sold 33,737 WPP shares in Q1 2018, an estimated $3.06M.
  • Matrix Asset Advisors first reported a position in WPP in Q3 2017 and held it in 2 quarters.
  • Matrix Asset Advisors's WPP position peaked at $3.06M in Q4 2017.
  • 251 funds tracked by Wall St. Rank held WPP as of Q1 2018.

Based on Matrix Asset Advisors's 13F filing for Q1 2018, filed 15 May 2018.