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Bellwether Investment Group’s W.P. Carey WPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-50,756
Closed -$3M 954
2016
Q4
$3M Buy
+50,756
New +$3M 2.7% 4
2016
Q2
$2.9M Buy
+41,766
New +$2.9M 3.18% 4