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WPC icon

Baird’s W.P. Carey WPC Stock Holding History

Baird’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
2014
Q2 		– Sell
-3,786
Closed -$223K – 1196
2014
Q1 		$223K Buy
+3,786
New +$229K ﹤0.01% 1046
2013
Q3 		– Sell
-3,581
Closed -$232K – 1123
2013
Q2 		$232K Buy
+3,581
New +$243K ﹤0.01% 961

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Baird's WPC Position: Q2 2014 in Review

Baird sold out of W.P. Carey (WPC) in Q2 2014, closing a stake of 3,786 shares — an estimated $223K sold.

Baird first reported a position in WPC in Q2 2013 and held it in 2 quarters. The position peaked at $232K in Q2 2013. 284 funds tracked by Wall St. Rank hold WPC as of Q2 2014.

  • Baird reported no remaining W.P. Carey position as of Q2 2014 after selling out during the quarter.
  • Baird sold 3,786 W.P. Carey shares in Q2 2014, an estimated $223K.
  • Baird first reported a position in W.P. Carey in Q2 2013 and held it in 2 quarters.
  • Baird's W.P. Carey position peaked at $232K in Q2 2013.
  • 284 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2014.

Based on Baird's 13F filing for Q2 2014, filed 8 Aug 2014.