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

Bellwether Investment Group’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
Q1 		– Sell
-51,822
Closed -$3M – 952
2016
Q4 		$3M Buy
+51,822
New +$3.03M 2.7% 4
2016
Q2 		$2.9M Buy
+42,643
New +$2.68M 3.18% 4

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bellwether Investment Group's WPC Position: Q1 2017 in Review

Bellwether Investment Group sold out of W.P. Carey (WPC) in Q1 2017, closing a stake of 51,822 shares — an estimated $3M sold.

Bellwether Investment Group first reported a position in WPC in Q2 2016 and held it in 2 quarters. The position peaked at $3M in Q4 2016. 349 funds tracked by Wall St. Rank hold WPC as of Q1 2017.

  • Bellwether Investment Group reported no remaining W.P. Carey position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 51,822 W.P. Carey shares in Q1 2017, an estimated $3M.
  • Bellwether Investment Group first reported a position in W.P. Carey in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's W.P. Carey position peaked at $3M in Q4 2016.
  • 349 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.