Cypress Wealth Advisors’s W.P. Carey WPC Stock Holding History

Cypress Wealth 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 Q2	–	Sell	-3,451	Closed	-$210K	–	180
2017 Q1	$210K	Sell	3,451 -2,546	-42%	-$154K	0.1%	194
2016 Q4	$347K	Hold	5,997	–	–	0.16%	119
2016 Q3	$379K	Hold	5,997	–	–	0.17%	118
2016 Q2	$408K	Hold	5,997	–	–	0.2%	106
2016 Q1	$366K	Buy	5,997 +1,021	+21%	+$58K	0.17%	117
2015 Q4	$288K	Hold	4,976	–	–	0.15%	131
2015 Q3	$282K	Buy	+4,976	New	+$290K	0.15%	134

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Cypress Wealth Advisors's WPC Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of W.P. Carey (WPC) in Q2 2017, closing a stake of 3,451 shares — an estimated $210K sold.

Cypress Wealth Advisors first reported a position in WPC in Q3 2015 and held it in 7 quarters. The position peaked at $408K in Q2 2016. 356 funds tracked by Wall St. Rank hold WPC as of Q2 2017.

Cypress Wealth Advisors reported no remaining W.P. Carey position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 3,451 W.P. Carey shares in Q2 2017, an estimated $210K.
Cypress Wealth Advisors first reported a position in W.P. Carey in Q3 2015 and held it in 7 quarters.
Cypress Wealth Advisors's W.P. Carey position peaked at $408K in Q2 2016.
356 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.