United Capital Financial Advisors’s Worldpay, Inc. WP Stock Holding History

United Capital Financial Advisors’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	-3,860	Closed	-$295K	–	1419
2018 Q4	$295K	Sell	3,860 -188	-5%	-$16.3K	﹤0.01%	1070
2018 Q3	$410K	Buy	4,048 +3	+0.1%	+$274	﹤0.01%	1009
2018 Q2	$331K	Buy	4,045 +1,190	+42%	+$97.3K	﹤0.01%	1054
2018 Q1	$235K	Buy	2,855 +24	+0.8%	+$1.9K	﹤0.01%	1183
2017 Q4	$208K	Buy	+2,831	New	+$202K	﹤0.01%	1231
2017 Q1	–	Sell	-6,976	Closed	-$416K	–	1302
2016 Q4	$416K	Sell	6,976 -3,988	-36%	-$230K	﹤0.01%	978
2016 Q3	$617K	Buy	+10,964	New	+$609K	0.01%	901

Other funds holding WP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

United Capital Financial Advisors's WP Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Worldpay, Inc. (WP) in Q1 2019, closing a stake of 3,860 shares — an estimated $295K sold.

United Capital Financial Advisors first reported a position in WP in Q3 2016 and held it in 7 quarters. The position peaked at $617K in Q3 2016. 586 funds tracked by Wall St. Rank hold WP as of Q1 2019.

United Capital Financial Advisors reported no remaining Worldpay, Inc. position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 3,860 Worldpay, Inc. shares in Q1 2019, an estimated $295K.
United Capital Financial Advisors first reported a position in Worldpay, Inc. in Q3 2016 and held it in 7 quarters.
United Capital Financial Advisors's Worldpay, Inc. position peaked at $617K in Q3 2016.
586 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.