Capstone Financial Advisors’s W.P. Carey WPC Stock Holding History

Capstone Financial Advisors’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	–	Sell	-4,084	Closed	-$270K	–	90
2017 Q3	$270K	Buy	+4,084	New	+$272K	0.12%	56

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capstone Financial Advisors's WPC Position: Q4 2017 in Review

Capstone Financial Advisors sold out of W.P. Carey (WPC) in Q4 2017, closing a stake of 4,084 shares — an estimated $270K sold.

Capstone Financial Advisors first reported a position in WPC in Q3 2017 and held it in 1 quarter. The position peaked at $270K in Q3 2017. 414 funds tracked by Wall St. Rank hold WPC as of Q4 2017.

Capstone Financial Advisors reported no remaining W.P. Carey position as of Q4 2017 after selling out during the quarter.
Capstone Financial Advisors sold 4,084 W.P. Carey shares in Q4 2017, an estimated $270K.
Capstone Financial Advisors first reported a position in W.P. Carey in Q3 2017 and held it in 1 quarter.
Capstone Financial Advisors's W.P. Carey position peaked at $270K in Q3 2017.
414 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2017.

Based on Capstone Financial Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.