Next Financial Group’s Worldpay, Inc. WP Stock Holding History

Next Financial Group’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	-1,453	Closed	-$178K	–	2501
2019 Q2	$178K	Buy	+1,453	New	+$172K	0.02%	706
2019 Q1	–	Sell	-76	Closed	-$6K	–	2268
2018 Q4	$6K	Buy	+76	New	+$6.61K	﹤0.01%	1528

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

Next Financial Group's WP Position: Q3 2019 in Review

Next Financial Group sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 1,453 shares — an estimated $178K sold.

Next Financial Group first reported a position in WP in Q4 2018 and held it in 2 quarters. The position peaked at $178K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Next Financial Group reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Next Financial Group sold 1,453 Worldpay, Inc. shares in Q3 2019, an estimated $178K.
Next Financial Group first reported a position in Worldpay, Inc. in Q4 2018 and held it in 2 quarters.
Next Financial Group's Worldpay, Inc. position peaked at $178K in Q2 2019.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.