Moneta Group Investment Advisors’s Worldpay, Inc. WP Stock Holding History

Moneta Group Investment 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
2018 Q2	–	Sell	-1,198	Closed	-$99K	–	679
2018 Q1	$99K	Buy	+1,198	New	+$95K	0.01%	251
2015 Q2	–	Sell	-20,000	Closed	-$754K	–	161
2015 Q1	$754K	Buy	20,000 +5,000	+33%	+$181K	0.32%	61
2014 Q4	$509K	Buy	15,000 +8,500	+131%	+$275K	0.24%	69
2014 Q3	$201K	Hold	6,500	–	–	0.1%	131
2014 Q2	$219K	Buy	+6,500	New	+$200K	0.12%	128
2014 Q1	–	Sell	-6,500	Closed	-$212K	–	130
2013 Q4	$212K	Buy	+6,500	New	+$188K	0.13%	121

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moneta Group Investment Advisors's WP Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Worldpay, Inc. (WP) in Q2 2018, closing a stake of 1,198 shares — an estimated $99K sold.

Moneta Group Investment Advisors first reported a position in WP in Q4 2013 and held it in 6 quarters. The position peaked at $754K in Q1 2015. 520 funds tracked by Wall St. Rank hold WP as of Q2 2018.

Moneta Group Investment Advisors reported no remaining Worldpay, Inc. position as of Q2 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,198 Worldpay, Inc. shares in Q2 2018, an estimated $99K.
Moneta Group Investment Advisors first reported a position in Worldpay, Inc. in Q4 2013 and held it in 6 quarters.
Moneta Group Investment Advisors's Worldpay, Inc. position peaked at $754K in Q1 2015.
520 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.