OIA
WP

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

Optimum 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
2019
Q3 		– Sell
-11,205
Closed -$1.37M – 1050
2019
Q2 		$1.37M Sell
11,205
-825
-7% -$97.9K 0.45% 55
2019
Q1 		$1.36M Buy
12,030
+451
+4% +$40.9K 0.45% 52
2018
Q4 		$885K Sell
11,579
-1,940
-14% -$169K 0.3% 82
2018
Q3 		$1.37M Buy
13,519
+1,525
+13% +$139K 0.38% 66
2018
Q2 		$981K Hold
11,994
– – 0.28% 93
2018
Q1 		$986K Buy
+11,994
New +$951K 0.29% 93
2017
Q4 		– Sell
-11,419
Closed -$805K – 318
2017
Q3 		$805K Sell
11,419
-1,600
-12% -$109K 0.27% 110
2017
Q2 		$825K Sell
13,019
-700
-5% -$44K 0.29% 101
2017
Q1 		$880K Buy
+13,719
New +$873K 0.31% 96
2015
Q1 		– Sell
-296
Closed -$10K – 1009
2014
Q4 		$10K Hold
296
– – ﹤0.01% 842
2014
Q3 		$9K Hold
296
– – ﹤0.01% 775
2014
Q2 		$10K Buy
+296
New +$9.13K ﹤0.01% 776

Other funds holding WP

SH
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

Optimum Investment Advisors's WP Position: Q3 2019 in Review

Optimum Investment Advisors sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 11,205 shares — an estimated $1.37M sold.

Optimum Investment Advisors first reported a position in WP in Q2 2014 and held it in 12 quarters. The position peaked at $1.37M in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Optimum Investment Advisors reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 11,205 Worldpay, Inc. shares in Q3 2019, an estimated $1.37M.
  • Optimum Investment Advisors first reported a position in Worldpay, Inc. in Q2 2014 and held it in 12 quarters.
  • Optimum Investment Advisors's Worldpay, Inc. position peaked at $1.37M in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.