SIM
WP

Sonora Investment Management’s Worldpay, Inc. WP Stock Holding History

Sonora Investment Management’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
-7,139
Closed -$875K – 1870
2019
Q2 		$875K Sell
7,139
-491
-6% -$58.2K 0.1% 150
2019
Q1 		$866K Sell
7,630
-33,534
-81% -$3.04M 0.11% 149
2018
Q4 		$3.15M Sell
41,164
-115
-0.3% -$10K 0.46% 67
2018
Q3 		$4.18M Sell
41,279
-2,480
-6% -$227K 0.58% 60
2018
Q2 		$3.58M Sell
43,759
-1,700
-4% -$139K 0.55% 60
2018
Q1 		$3.74M Buy
45,459
+310
+0.7% +$24.6K 0.59% 54
2017
Q4 		$3.32M Buy
45,149
+4,695
+12% +$336K 0.53% 62
2017
Q3 		$2.85M Buy
40,454
+9,464
+31% +$645K 0.5% 64
2017
Q2 		$1.96M Buy
30,990
+1,725
+6% +$108K 0.37% 79
2017
Q1 		$1.88M Buy
29,265
+3,840
+15% +$244K 0.36% 82
2016
Q4 		$1.52M Sell
25,425
-1,761
-6% -$102K 0.31% 81
2016
Q3 		$1.53M Sell
27,186
-960
-3% -$53.3K 0.32% 79
2016
Q2 		$1.59M Sell
28,146
-800
-3% -$43.3K 0.37% 73
2016
Q1 		$1.58M Buy
28,946
+1,285
+5% +$62.9K 0.38% 70
2015
Q4 		$1.31M Buy
27,661
+9,800
+55% +$483K 0.34% 75
2015
Q3 		$797K Buy
+17,861
New +$770K 0.24% 77

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

Sonora Investment Management's WP Position: Q3 2019 in Review

Sonora Investment Management sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 7,139 shares — an estimated $875K sold.

Sonora Investment Management first reported a position in WP in Q3 2015 and held it in 16 quarters. The position peaked at $4.18M in Q3 2018. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

  • Sonora Investment Management reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
  • Sonora Investment Management sold 7,139 Worldpay, Inc. shares in Q3 2019, an estimated $875K.
  • Sonora Investment Management first reported a position in Worldpay, Inc. in Q3 2015 and held it in 16 quarters.
  • Sonora Investment Management's Worldpay, Inc. position peaked at $4.18M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.