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BB&T Investment Services’s W.P. Carey WPC Stock Holding History

BB&T Investment Services’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
2017
Q4 		$1.09M Buy
16,115
+5,310
+49% +$363K 0.18% 126
2017
Q3 		$713K Buy
10,805
+4,294
+66% +$286K 0.14% 144
2017
Q2 		$420K Buy
6,511
+6,102
+1,492% +$386K 0.11% 175
2017
Q1 		$25K Buy
+409
New +$24.8K 0.01% 521

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BB&T Investment Services's WPC Position: Q4 2017 in Review

BB&T Investment Services increased its W.P. Carey (WPC) stake by 49% in Q4 2017, buying an estimated $363K and bringing the position to 16,115 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #126.

BB&T Investment Services first reported a position in WPC in Q1 2017 and has held it in 4 quarters since. 414 funds tracked by Wall St. Rank hold WPC as of Q4 2017.

  • BB&T Investment Services held 16,115 shares of W.P. Carey worth $1.09M as of Q4 2017.
  • BB&T Investment Services bought 5,310 W.P. Carey shares in Q4 2017, an estimated $363K.
  • W.P. Carey made up 0.18% of BB&T Investment Services's portfolio in Q4 2017, its #126 holding.
  • BB&T Investment Services first reported a position in W.P. Carey in Q1 2017 and has held it in 4 quarters since.
  • 414 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.