SFP
WP

Shepherd Financial Partners’s Worldpay, Inc. WP Stock Holding History

Shepherd Financial Partners’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
-5,495
Closed -$673K – 132
2019
Q2 		$673K Sell
5,495
-34
-0.6% -$4.03K 0.13% 82
2019
Q1 		$628K Sell
5,529
-72
-1% -$6.53K 0.12% 82
2018
Q4 		$428K Sell
5,601
-61
-1% -$5.3K 0.09% 92
2018
Q3 		$464K Hold
5,662
– – 0.1% 84
2018
Q2 		$466K Sell
5,662
-206
-4% -$16.8K 0.1% 84
2018
Q1 		$482K Sell
5,868
-1,076
-15% -$85.4K 0.12% 79
2017
Q4 		$513K Sell
6,944
-2,093
-23% -$150K 0.12% 77
2017
Q3 		$644K Buy
9,037
+56
+0.6% +$3.81K 0.15% 75
2017
Q2 		$552K Buy
8,981
+109
+1% +$6.85K 0.13% 78
2017
Q1 		$549K Buy
8,872
+83
+0.9% +$5.28K 0.14% 74
2016
Q4 		$532K Buy
+8,789
New +$508K 0.15% 76

Other funds holding WP

SH
Svenska Handelsbanken Stockholm, Sweden $1.38M AUM 61.04% 1-Year Est. Return
AMCA
Arthur M. Cohen & Associates Northbrook, Illinois $640M AUM 26.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Shepherd Financial Partners's WP Position: Q3 2019 in Review

Shepherd Financial Partners sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 5,495 shares — an estimated $673K sold.

Shepherd Financial Partners first reported a position in WP in Q4 2016 and held it in 11 quarters. The position peaked at $673K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Shepherd Financial Partners reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Shepherd Financial Partners sold 5,495 Worldpay, Inc. shares in Q3 2019, an estimated $673K.
  • Shepherd Financial Partners first reported a position in Worldpay, Inc. in Q4 2016 and held it in 11 quarters.
  • Shepherd Financial Partners's Worldpay, Inc. position peaked at $673K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Shepherd Financial Partners's 13F filing for Q3 2019, filed 25 Nov 2019.