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City National Bank’s W.P. Carey WPC Stock Holding History

City National Bank’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
2015
Q3 		$14.1M Buy
+249,610
New +$14.5M 0.12% 168

Other funds holding WPC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

City National Bank's WPC Position: Q3 2015 in Review

City National Bank opened a new position in W.P. Carey (WPC) in Q3 2015: 249,610 shares worth $14.1M. The stake represents 0.12% of the portfolio and ranks #168 among its holdings.

316 funds tracked by Wall St. Rank hold WPC as of Q3 2015.

  • City National Bank held 249,610 shares of W.P. Carey worth $14.1M as of Q3 2015.
  • W.P. Carey was a new City National Bank position in Q3 2015.
  • W.P. Carey made up 0.12% of City National Bank's portfolio in Q3 2015, its #168 holding.
  • 316 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2015.

Based on City National Bank's 13F filing for Q3 2015, filed 29 Oct 2015.