Steward Partners Investment Advisory’s Worldpay, Inc. WP Stock Holding History

Steward Partners Investment Advisory’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	-3,577	Closed	-$438K	–	2873
2019 Q2	$438K	Buy	3,577 +161	+5%	+$19.1K	0.02%	594
2019 Q1	$387K	Buy	+3,416	New	+$310K	0.02%	575
2018 Q4	–	Sell	-135	Closed	-$14K	–	2525
2018 Q3	$14K	Hold	135	–	–	﹤0.01%	1746
2018 Q2	$11K	Buy	135 +94	+229%	+$7.68K	﹤0.01%	1718
2018 Q1	$3K	Buy	+41	New	+$3.25K	﹤0.01%	1969
2017 Q2	–	Sell	-73	Closed	-$4K	–	1741
2017 Q1	$4K	Hold	73	–	–	﹤0.01%	1204
2016 Q4	$4K	Buy	+73	New	+$4.22K	﹤0.01%	699

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

Steward Partners Investment Advisory's WP Position: Q3 2019 in Review

Steward Partners Investment Advisory sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 3,577 shares — an estimated $438K sold.

Steward Partners Investment Advisory first reported a position in WP in Q4 2016 and held it in 7 quarters. The position peaked at $438K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Steward Partners Investment Advisory reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,577 Worldpay, Inc. shares in Q3 2019, an estimated $438K.
Steward Partners Investment Advisory first reported a position in Worldpay, Inc. in Q4 2016 and held it in 7 quarters.
Steward Partners Investment Advisory's Worldpay, Inc. position peaked at $438K in Q2 2019.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2019, filed 30 Oct 2019.