Clean Yield Group’s W.P. Carey WPC Stock Holding History

Clean Yield 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
2015 Q2	–	Sell	-74	Closed	-$5K	–	295
2015 Q1	$5K	Buy	+74	New	+$5.08K	﹤0.01%	319

Other funds holding WPC

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clean Yield Group's WPC Position: Q2 2015 in Review

Clean Yield Group sold out of W.P. Carey (WPC) in Q2 2015, closing a stake of 74 shares — an estimated $5K sold.

Clean Yield Group first reported a position in WPC in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 327 funds tracked by Wall St. Rank hold WPC as of Q2 2015.

Clean Yield Group reported no remaining W.P. Carey position as of Q2 2015 after selling out during the quarter.
Clean Yield Group sold 74 W.P. Carey shares in Q2 2015, an estimated $5K.
Clean Yield Group first reported a position in W.P. Carey in Q1 2015 and held it in 1 quarter.
Clean Yield Group's W.P. Carey position peaked at $5K in Q1 2015.
327 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2015.

Based on Clean Yield Group's 13F filing for Q2 2015, filed 31 Jul 2015.