West Coast Financial’s WPP WPP Stock Holding History

West Coast Financial’s Portfolio WPP Stock Details WPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,145	Closed	-$230K	–	139
2018 Q3	$230K	Sell	3,145 -540	-15%	-$42.2K	0.05%	126
2018 Q2	$290K	Sell	3,685 -2,420	-40%	-$201K	0.08%	91
2018 Q1	$486K	Sell	6,105 -625	-9%	-$55.6K	0.14%	77
2017 Q4	$609K	Sell	6,730 -1,015	-13%	-$89.9K	0.17%	73
2017 Q3	$719K	Buy	+7,745	New	+$759K	0.2%	81
2016 Q3	–	Sell	-10,790	Closed	-$1.13M	–	148
2016 Q2	$1.13M	Buy	+10,790	New	+$1.23M	0.41%	60

Other funds holding WPP

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Coast Financial's WPP Position: Q4 2018 in Review

West Coast Financial sold out of WPP (WPP) in Q4 2018, closing a stake of 3,145 shares — an estimated $230K sold.

West Coast Financial first reported a position in WPP in Q2 2016 and held it in 6 quarters. The position peaked at $1.13M in Q2 2016. 200 funds tracked by Wall St. Rank hold WPP as of Q4 2018.

West Coast Financial reported no remaining WPP position as of Q4 2018 after selling out during the quarter.
West Coast Financial sold 3,145 WPP shares in Q4 2018, an estimated $230K.
West Coast Financial first reported a position in WPP in Q2 2016 and held it in 6 quarters.
West Coast Financial's WPP position peaked at $1.13M in Q2 2016.
200 funds tracked by Wall St. Rank held WPP as of Q4 2018.

Based on West Coast Financial's 13F filing for Q4 2018, filed 29 Jan 2019.