SFA
WP

Spectrum Financial Alliance’s Worldpay, Inc. WP Stock Holding History

Spectrum Financial Alliance’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
Q1 		– Sell
-337
Closed -$25K – 110
2018
Q4 		$25K Hold
337
– – 0.02% 38
2018
Q3 		$34K Hold
337
– – 0.02% 31
2018
Q2 		$27K Hold
337
– – 0.02% 39
2018
Q1 		$27K Buy
+337
New +$26.7K 0.02% 36

Other funds holding WP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Spectrum Financial Alliance's WP Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Worldpay, Inc. (WP) in Q1 2019, closing a stake of 337 shares — an estimated $25K sold.

Spectrum Financial Alliance first reported a position in WP in Q1 2018 and held it in 4 quarters. The position peaked at $34K in Q3 2018. 586 funds tracked by Wall St. Rank hold WP as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Worldpay, Inc. position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 337 Worldpay, Inc. shares in Q1 2019, an estimated $25K.
  • Spectrum Financial Alliance first reported a position in Worldpay, Inc. in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Worldpay, Inc. position peaked at $34K in Q3 2018.
  • 586 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.