PMFA
WP

Plante Moran Financial Advisors’s Worldpay, Inc. WP Stock Holding History

Plante Moran Financial 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
-120
Closed -$15K – 940
2019
Q2 		$15K Sell
120
-869
-88% -$103K ﹤0.01% 520
2019
Q1 		$112K Hold
989
– – 0.03% 208
2018
Q4 		$76K Hold
989
– – 0.03% 237
2018
Q3 		$100K Sell
989
-26
-3% -$2.38K 0.03% 218
2018
Q2 		$83K Buy
1,015
+26
+3% +$2.13K 0.04% 248
2018
Q1 		$81K Hold
989
– – 0.04% 266
2017
Q4 		$73K Hold
989
– – 0.04% 273
2017
Q3 		$70K Buy
989
+120
+14% +$8.18K 0.04% 249
2017
Q2 		$55K Sell
869
-289
-25% -$18.2K 0.03% 291
2017
Q1 		$74K Hold
1,158
– – 0.04% 249
2016
Q4 		$69K Hold
1,158
– – 0.04% 274
2016
Q3 		$65K Hold
1,158
– – 0.04% 270
2016
Q2 		$66K Hold
1,158
– – 0.05% 249
2016
Q1 		$62K Hold
1,158
– – 0.05% 233
2015
Q4 		$55K Hold
1,158
– – 0.04% 263
2015
Q3 		$52K Hold
1,158
– – 0.04% 254
2015
Q2 		$44K Buy
1,158
+879
+315% +$34.9K 0.03% 319
2015
Q1 		$11K Buy
+279
New +$10.1K 0.01% 510

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

Plante Moran Financial Advisors's WP Position: Q3 2019 in Review

Plante Moran Financial Advisors sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 120 shares — an estimated $15K sold.

Plante Moran Financial Advisors first reported a position in WP in Q1 2015 and held it in 18 quarters. The position peaked at $112K in Q1 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Plante Moran Financial Advisors reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 120 Worldpay, Inc. shares in Q3 2019, an estimated $15K.
  • Plante Moran Financial Advisors first reported a position in Worldpay, Inc. in Q1 2015 and held it in 18 quarters.
  • Plante Moran Financial Advisors's Worldpay, Inc. position peaked at $112K in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.