Banyan Partners’s W.P. Carey WPC Stock Holding History

Banyan Partners’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 Q3	$1.49M	Buy	23,771 +415	+2%	+$27.2K	0.13%	183
2014 Q2	$1.47M	Buy	+23,356	New	+$1.42M	0.12%	188

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

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

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Banyan Partners's WPC Position: Q3 2014 in Review

Banyan Partners increased its W.P. Carey (WPC) stake by 1.8% in Q3 2014, buying an estimated $27.2K and bringing the position to 23,771 shares worth $1.49M. The position accounts for 0.13% of the portfolio, ranked #183.

Banyan Partners first reported a position in WPC in Q2 2014 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold WPC as of Q3 2014.

Banyan Partners held 23,771 shares of W.P. Carey worth $1.49M as of Q3 2014.
Banyan Partners bought 415 W.P. Carey shares in Q3 2014, an estimated $27.2K.
W.P. Carey made up 0.13% of Banyan Partners's portfolio in Q3 2014, its #183 holding.
Banyan Partners first reported a position in W.P. Carey in Q2 2014 and has held it in 2 quarters since.
308 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.