Squar Milner Financial Services’s Worldpay, Inc. WP Stock Holding History

Squar Milner Financial Services’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	-20	Closed	-$2K	–	813
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	763
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	792
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	711
2018 Q3	$2K	Sell	20 -95	-83%	-$8.68K	﹤0.01%	735
2018 Q2	$9K	Buy	+115	New	+$9.4K	0.01%	626

Other funds holding WP

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

Squar Milner Financial Services's WP Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 20 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in WP in Q2 2018 and held it in 5 quarters. The position peaked at $9K in Q2 2018. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Squar Milner Financial Services reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 20 Worldpay, Inc. shares in Q3 2019, an estimated $2K.
Squar Milner Financial Services first reported a position in Worldpay, Inc. in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's Worldpay, Inc. position peaked at $9K in Q2 2018.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.