Whittier Trust’s Amplify Mobile Payments ETF IPAY Stock Holding History

Whittier Trust’s Portfolio IPAY Stock Details IPAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-235	Closed	-$8K	–	1328
2017 Q4	$8K	Hold	235	–	–	﹤0.01%	1063
2017 Q3	$8K	Hold	235	–	–	﹤0.01%	1069
2017 Q2	$7K	Hold	235	–	–	﹤0.01%	1043
2017 Q1	$7K	Hold	235	–	–	﹤0.01%	1076
2016 Q4	$6K	Buy	+235	New	+$5.9K	﹤0.01%	1026

Other funds holding IPAY

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Whittier Trust's IPAY Position: Q1 2018 in Review

Whittier Trust sold out of Amplify Mobile Payments ETF (IPAY) in Q1 2018, closing a stake of 235 shares — an estimated $8K sold.

Whittier Trust first reported a position in IPAY in Q4 2016 and held it in 5 quarters. The position peaked at $8K in Q4 2017. 45 funds tracked by Wall St. Rank hold IPAY as of Q1 2018.

Whittier Trust reported no remaining Amplify Mobile Payments ETF position as of Q1 2018 after selling out during the quarter.
Whittier Trust sold 235 Amplify Mobile Payments ETF shares in Q1 2018, an estimated $8K.
Whittier Trust first reported a position in Amplify Mobile Payments ETF in Q4 2016 and held it in 5 quarters.
Whittier Trust's Amplify Mobile Payments ETF position peaked at $8K in Q4 2017.
45 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q1 2018.

Based on Whittier Trust's 13F filing for Q1 2018, filed 1 May 2018.