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

Tolleson Wealth 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	-7,455	Closed	-$914K	–	62
2019 Q2	$914K	Hold	7,455	–	–	0.63%	17
2019 Q1	$846K	Hold	7,455	–	–	0.59%	17
2018 Q4	$570K	Buy	+7,455	New	+$648K	0.34%	25

Other funds holding WP

Svenska Handelsbanken Stockholm, Sweden $1.38M AUM 61.04% 1-Year Est. Return

AMCA

Arthur M. Cohen & Associates Northbrook, Illinois $640M AUM 26.68% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Tolleson Wealth Management's WP Position: Q3 2019 in Review

Tolleson Wealth Management sold out of Worldpay, Inc. (WP) in Q3 2019, closing a stake of 7,455 shares — an estimated $914K sold.

Tolleson Wealth Management first reported a position in WP in Q4 2018 and held it in 3 quarters. The position peaked at $914K in Q2 2019. 4 funds tracked by Wall St. Rank hold WP as of Q3 2019.

Tolleson Wealth Management reported no remaining Worldpay, Inc. position as of Q3 2019 after selling out during the quarter.
Tolleson Wealth Management sold 7,455 Worldpay, Inc. shares in Q3 2019, an estimated $914K.
Tolleson Wealth Management first reported a position in Worldpay, Inc. in Q4 2018 and held it in 3 quarters.
Tolleson Wealth Management's Worldpay, Inc. position peaked at $914K in Q2 2019.
4 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q3 2019.

Based on Tolleson Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.