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Daiwa Capital Markets America’s W.P. Carey WPC Stock Holding History

Daiwa Capital Markets America’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
2013
Q4 		$86K Buy
+1,429
New +$89.9K ﹤0.01% 779

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Capital Markets America's WPC Position: Q4 2013 in Review

Daiwa Capital Markets America opened a new position in W.P. Carey (WPC) in Q4 2013: 1,429 shares worth $86K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings.

243 funds tracked by Wall St. Rank hold WPC as of Q4 2013.

  • Daiwa Capital Markets America held 1,429 shares of W.P. Carey worth $86K as of Q4 2013.
  • W.P. Carey was a new Daiwa Capital Markets America position in Q4 2013.
  • W.P. Carey made up ﹤0.01% of Daiwa Capital Markets America's portfolio in Q4 2013, its #779 holding.
  • 243 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2013.

Based on Daiwa Capital Markets America's 13F filing for Q4 2013, filed 13 Feb 2014.