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Ancora Family Wealth Advisors’s W.P. Carey WPC Stock Holding History

Ancora Family Wealth Advisors’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$1.5M Sell
23,803
-4,295
-15% -$287K 0.51% 61
2016
Q2 		$1.91M Buy
28,098
+296
+1% +$18.6K 0.72% 41
2016
Q1 		$1.7M Buy
27,802
+1,054
+4% +$59.9K 0.69% 47
2015
Q4 		$1.55M Buy
26,748
+1,471
+6% +$88.2K 0.66% 48
2015
Q3 		$1.43M Buy
+25,277
New +$1.47M 0.6% 54

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ancora Family Wealth Advisors's WPC Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its W.P. Carey (WPC) stake by 15% in Q3 2016, selling an estimated $287K and leaving 23,803 shares worth $1.5M. The position accounts for 0.51% of the portfolio, ranked #61.

Ancora Family Wealth Advisors first reported a position in WPC in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.91M in Q2 2016. 349 funds tracked by Wall St. Rank hold WPC as of Q3 2016.

  • Ancora Family Wealth Advisors held 23,803 shares of W.P. Carey worth $1.5M as of Q3 2016.
  • Ancora Family Wealth Advisors sold 4,295 W.P. Carey shares in Q3 2016, an estimated $287K.
  • W.P. Carey made up 0.51% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #61 holding.
  • Ancora Family Wealth Advisors first reported a position in W.P. Carey in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's W.P. Carey position peaked at $1.91M in Q2 2016.
  • 349 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.