Cypress Capital Management (Delaware)’s W.P. Carey WPC Stock Holding History

Cypress Capital Management (Delaware)’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 Q4	–	Sell	-4,023	Closed	-$254K	–	108
2016 Q3	$254K	Sell	4,023 -638	-14%	-$42.6K	0.08%	60
2016 Q2	$317K	Sell	4,661 -36	-0.8%	-$2.26K	0.11%	51
2016 Q1	$286K	Hold	4,697	–	–	0.1%	51
2015 Q4	$271K	Sell	4,697 -168	-3%	-$10.1K	0.08%	60
2015 Q3	$275K	Sell	4,865 -613	-11%	-$35.7K	0.09%	57
2015 Q2	$316K	Sell	5,478 -204	-4%	-$12.8K	0.09%	56
2015 Q1	$378K	Sell	5,682 -2,894	-34%	-$199K	0.11%	53
2014 Q4	$589K	Buy	+8,576	New	+$567K	0.17%	48

Other funds holding WPC

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Cypress Capital Management (Delaware)'s WPC Position: Q4 2016 in Review

Cypress Capital Management (Delaware) sold out of W.P. Carey (WPC) in Q4 2016, closing a stake of 4,023 shares — an estimated $254K sold.

Cypress Capital Management (Delaware) first reported a position in WPC in Q4 2014 and held it in 8 quarters. The position peaked at $589K in Q4 2014. 355 funds tracked by Wall St. Rank hold WPC as of Q4 2016.

Cypress Capital Management (Delaware) reported no remaining W.P. Carey position as of Q4 2016 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 4,023 W.P. Carey shares in Q4 2016, an estimated $254K.
Cypress Capital Management (Delaware) first reported a position in W.P. Carey in Q4 2014 and held it in 8 quarters.
Cypress Capital Management (Delaware)'s W.P. Carey position peaked at $589K in Q4 2014.
355 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2016.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2016, filed 10 Feb 2017.