Nelson Capital Management’s Worldpay, Inc. WP Stock Holding History

Nelson Capital 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 Q3	–	Sell	-22	Closed	-$3K	–	359
2019 Q2	$3K	Hold	22	–	–	﹤0.01%	266
2019 Q1	$2K	Buy	+22	New	+$2K	﹤0.01%	259

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 $563M AUM 20.97% 1-Year Est. Return

Nelson Capital Management's WP Position: Q3 2019 in Review

Nelson Capital Management sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 22 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in WP in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Nelson Capital Management reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Nelson Capital Management sold 22 Worldpay, Inc. shares in Q3 2019, an estimated $3K.
Nelson Capital Management first reported a position in Worldpay, Inc. in Q1 2019 and held it in 2 quarters.
Nelson Capital Management's Worldpay, Inc. position peaked at $3K in Q2 2019.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Nelson Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.