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Crosspoint Capital Strategies’s W.P. Carey WPC Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-4,897
Closed -$336K – 829
2015
Q4 		$336K Buy
+4,897
New +$294K 0.09% 179
2015
Q1 		– Sell
-715
Closed -$49K – 745
2014
Q4 		$49K Hold
715
– – 0.02% 359
2014
Q3 		$45K Hold
715
– – 0.03% 235
2014
Q2 		$47K Hold
715
– – 0.02% 256
2014
Q1 		$42K Hold
715
– – 0.02% 281
2013
Q4 		$45K Buy
+715
New +$45K 0.02% 278

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Crosspoint Capital Strategies's WPC Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of W.P. Carey (WPC) in Q1 2016, closing a stake of 4,897 shares — an estimated $336K sold.

Crosspoint Capital Strategies first reported a position in WPC in Q4 2013 and held it in 6 quarters. The position peaked at $336K in Q4 2015. 337 funds tracked by Wall St. Rank hold WPC as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining W.P. Carey position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 4,897 W.P. Carey shares in Q1 2016, an estimated $336K.
  • Crosspoint Capital Strategies first reported a position in W.P. Carey in Q4 2013 and held it in 6 quarters.
  • Crosspoint Capital Strategies's W.P. Carey position peaked at $336K in Q4 2015.
  • 337 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.