Wealth Enhancement Advisory Services
WP

Wealth Enhancement Advisory Services’s Worldpay, Inc. WP Stock Holding History

Wealth Enhancement Advisory 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
2016
Q4 		– Sell
-25,035
Closed -$1.42M – 192
2016
Q3 		$1.42M Buy
+25,035
New +$1.39M 0.21% 69

Other funds holding WP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's WP Position: Q4 2016 in Review

Wealth Enhancement Advisory Services sold out of Worldpay, Inc. (WP) in Q4 2016, closing a stake of 25,035 shares — an estimated $1.42M sold.

Wealth Enhancement Advisory Services first reported a position in WP in Q3 2016 and held it in 1 quarter. The position peaked at $1.42M in Q3 2016. 387 funds tracked by Wall St. Rank hold WP as of Q4 2016.

  • Wealth Enhancement Advisory Services reported no remaining Worldpay, Inc. position as of Q4 2016 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 25,035 Worldpay, Inc. shares in Q4 2016, an estimated $1.42M.
  • Wealth Enhancement Advisory Services first reported a position in Worldpay, Inc. in Q3 2016 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Worldpay, Inc. position peaked at $1.42M in Q3 2016.
  • 387 funds tracked by Wall St. Rank held Worldpay, Inc. as of Q4 2016.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2016, filed 31 Jan 2017.