CA
WPS

Calton & Associates’s iShares International Developed Property ETF WPS Stock Holding History

Calton & Associates’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-296
Closed -$12K – 1331
2017
Q4 		$12K Buy
+296
New +$11.5K ﹤0.01% 1028

Other funds holding WPS

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Calton & Associates's WPS Position: Q1 2018 in Review

Calton & Associates sold out of iShares International Developed Property ETF (WPS) in Q1 2018, closing a stake of 296 shares — an estimated $12K sold.

Calton & Associates first reported a position in WPS in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 46 funds tracked by Wall St. Rank hold WPS as of Q1 2018.

  • Calton & Associates reported no remaining iShares International Developed Property ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 296 iShares International Developed Property ETF shares in Q1 2018, an estimated $12K.
  • Calton & Associates first reported a position in iShares International Developed Property ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares International Developed Property ETF position peaked at $12K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.