SWMG
WP

Signature Wealth Management Group’s Worldpay, Inc. WP Stock Holding History

Signature Wealth Management 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
2018
Q4 		– Sell
-74
Closed -$6K – 327
2018
Q3 		$6K Hold
74
– – ﹤0.01% 241
2018
Q2 		$6K Hold
74
– – ﹤0.01% 239
2018
Q1 		$6K Hold
74
– – ﹤0.01% 236
2017
Q4 		$5K Buy
+74
New +$5.29K ﹤0.01% 267

Other funds holding WP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Signature Wealth Management Group's WP Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Worldpay, Inc. (WP) in Q4 2018, closing a stake of 74 shares — an estimated $6K sold.

Signature Wealth Management Group first reported a position in WP in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 539 funds tracked by Wall St. Rank hold WP as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Worldpay, Inc. position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 74 Worldpay, Inc. shares in Q4 2018, an estimated $6K.
  • Signature Wealth Management Group first reported a position in Worldpay, Inc. in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Worldpay, Inc. position peaked at $6K in Q3 2018.
  • 539 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.